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Salesforce

2,769 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 1,136 increasing their positions, 1,208 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $209B → $179B (-$30.5B)

28% less funds holding in top 10

Funds holding in top 10: 5439 (-15)

32% less first-time investments, than exits

New positions opened: 200 | Existing positions closed: 296

Holders
2,769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79B
Puts
$5.79B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
2876
SFM LLC
New Hampshire
TA
2877
TFB Advisors
Kansas
FA
2878
Fedenia Advisers
Wisconsin
VCWM
2879
Vista Cima Wealth Management
Arizona
PGWM
2880
Parisi Gray Wealth Management
New Jersey
BWG
2881
Berry Wealth Group
Texas
LG
2882
Leuthold Group
Minnesota
ARC
2883
Advisor Resource Council
Texas
ORI
2884
Oak Ridge Investments
Illinois
BGA
2885
Battery Global Advisors
Massachusetts
JSC
2886
Jackson Square Capital
California
RBWA
2887
RFG - Bristol Wealth Advisors
Massachusetts
FZCM
2888
Flynn Zito Capital Management
New York
BFAG
2889
Blackston Financial Advisory Group
Florida
MP
2890
McDonald Partners
Ohio
TAM
2891
Titleist Asset Management
Texas
BHPW
2892
Beverly Hills Private Wealth
California
BCA
2893
Bay Colony Advisors
Massachusetts
AC
2894
ASB Consultores
Florida
WWM
2895
Westwood Wealth Management
California
SIA
2896
Strategic Investment Advisors
Michigan
BFA
2897
Brown Financial Advisors
Ohio
AAP
2898
Aristotle Atlantic Partners
Florida
KFGK
2899
Keystone Financial Group (Kentucky)
Kentucky
FPW
2900
Fairvoy Private Wealth
Alabama