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Salesforce

2,768 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, 1,137 increasing their positions, 1,206 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
2,768
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
TA
2876
TFB Advisors
Kansas
FA
2877
Fedenia Advisers
Wisconsin
VCWM
2878
Vista Cima Wealth Management
Arizona
PGWM
2879
Parisi Gray Wealth Management
New Jersey
BWG
2880
Berry Wealth Group
Texas
LG
2881
Leuthold Group
Minnesota
ARC
2882
Advisor Resource Council
Texas
ORI
2883
Oak Ridge Investments
Illinois
BGA
2884
Battery Global Advisors
Massachusetts
JSC
2885
Jackson Square Capital
California
RBWA
2886
RFG - Bristol Wealth Advisors
Massachusetts
FZCM
2887
Flynn Zito Capital Management
New York
BFAG
2888
Blackston Financial Advisory Group
Florida
MP
2889
McDonald Partners
Ohio
TAM
2890
Titleist Asset Management
Texas
BHPW
2891
Beverly Hills Private Wealth
California
BCA
2892
Bay Colony Advisors
Massachusetts
AC
2893
ASB Consultores
Florida
WWM
2894
Westwood Wealth Management
California
SIA
2895
Strategic Investment Advisors
Michigan
BFA
2896
Brown Financial Advisors
Ohio
AAP
2897
Aristotle Atlantic Partners
Florida
KFGK
2898
Keystone Financial Group (Kentucky)
Kentucky
FPW
2899
Fairvoy Private Wealth
Alabama
CAM
2900
CenterStar Asset Management
Illinois