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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
TA
2901
TFB Advisors
Kansas
FA
2902
Fedenia Advisers
Wisconsin
VCWM
2903
Vista Cima Wealth Management
Arizona
LI
2904
LifeWealth Investments
Florida
PGWM
2905
Parisi Gray Wealth Management
New Jersey
BWG
2906
Berry Wealth Group
Texas
LG
2907
Leuthold Group
Minnesota
ARC
2908
Advisor Resource Council
Texas
ORI
2909
Oak Ridge Investments
Illinois
BGA
2910
Battery Global Advisors
Massachusetts
JSC
2911
Jackson Square Capital
California
RBWA
2912
RFG - Bristol Wealth Advisors
Massachusetts
FZCM
2913
Flynn Zito Capital Management
New York
MP
2914
McDonald Partners
Ohio
TAM
2915
Titleist Asset Management
Texas
BHPW
2916
Beverly Hills Private Wealth
California
BCA
2917
Bay Colony Advisors
Massachusetts
AC
2918
ASB Consultores
Florida
WWM
2919
Westwood Wealth Management
California
SIA
2920
Strategic Investment Advisors
Michigan
BFA
2921
Brown Financial Advisors
Ohio
AAP
2922
Aristotle Atlantic Partners
Florida
KFGK
2923
Keystone Financial Group (Kentucky)
Kentucky
FPW
2924
Fairvoy Private Wealth
Alabama
CAM
2925
CenterStar Asset Management
Illinois