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Salesforce

2,789 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,147 increasing their positions, 1,212 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: $209B → $179B (-$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
2,789
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
BAM
2876
Blueshift Asset Management
New Jersey
BI
2877
Bradyco Inc
Massachusetts
GP
2878
Guardian Partners
Canada
CWA
2879
Consilium Wealth Advisory
Texas
MFS
2880
Mattson Financial Services
Michigan
CMANY
2881
Capital Management Associates (New York)
New York
TC
2882
TradeLink Capital
Illinois
PCP
2883
Proficio Capital Partners
Massachusetts
AIA
2884
AssuredPartners Investment Advisors
Florida
PA
2885
Prossimo Advisors
California
TCM
2886
Teza Capital Management
Illinois
CP
2887
Clarendon Private
Massachusetts
DTL
2888
Dynamic Technology Lab
Singapore
RPSA
2889
Richard P. Slaughter Associates
Texas
KWMG
2890
King Wealth Management Group
Florida
WWM
2891
Waterway Wealth Management
Texas
KFA
2892
Kapstone Financial Advisors
Ohio
TSMHT
2893
Thurston Springer Miller Herd & Titak
Indiana
HFM
2894
Hartford Funds Management
Pennsylvania
SL
2895
SFM LLC
New Hampshire
TA
2896
TFB Advisors
Kansas
FA
2897
Fedenia Advisers
Wisconsin
VCWM
2898
Vista Cima Wealth Management
Arizona
LI
2899
LifeWealth Investments
Florida
PGWM
2900
Parisi Gray Wealth Management
New Jersey