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Salesforce

2,794 hedge funds and large institutions have $180B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,149 increasing their positions, 1,215 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:

14% less capital invested

Capital invested by funds: $210B → $180B (-$30.2B)

27% less funds holding in top 10

Funds holding in top 10: 5540 (-15)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,794
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
WHC
2876
Wulff, Hansen & Co
California
FIC
2877
FCG Investment Company
Tennessee
LGA
2878
Lebenthal Global Advisors
New York
SIG
2879
Sargent Investment Group
Maryland
FRM
2880
Fox Run Management
Connecticut
BAM
2881
Blueshift Asset Management
New Jersey
BI
2882
Bradyco Inc
Massachusetts
GP
2883
Guardian Partners
Canada
CWA
2884
Consilium Wealth Advisory
Texas
MFS
2885
Mattson Financial Services
Michigan
CMANY
2886
Capital Management Associates (New York)
New York
TC
2887
TradeLink Capital
Illinois
PCP
2888
Proficio Capital Partners
Massachusetts
AIA
2889
AssuredPartners Investment Advisors
Florida
PA
2890
Prossimo Advisors
California
TCM
2891
Teza Capital Management
Illinois
CP
2892
Clarendon Private
Massachusetts
DTL
2893
Dynamic Technology Lab
Singapore
RPSA
2894
Richard P. Slaughter Associates
Texas
KWMG
2895
King Wealth Management Group
Florida
WWM
2896
Waterway Wealth Management
Texas
KFA
2897
Kapstone Financial Advisors
Ohio
TSMHT
2898
Thurston Springer Miller Herd & Titak
Indiana
HFM
2899
Hartford Funds Management
Pennsylvania
SL
2900
SFM LLC
New Hampshire