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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
BWG
2901
Berry Wealth Group
Texas
LG
2902
Leuthold Group
Minnesota
ARC
2903
Advisor Resource Council
Texas
ORI
2904
Oak Ridge Investments
Illinois
BGA
2905
Battery Global Advisors
Massachusetts
JSC
2906
Jackson Square Capital
California
RBWA
2907
RFG - Bristol Wealth Advisors
Massachusetts
FZCM
2908
Flynn Zito Capital Management
New York
MP
2909
McDonald Partners
Ohio
TAM
2910
Titleist Asset Management
Texas
BHPW
2911
Beverly Hills Private Wealth
California
BCA
2912
Bay Colony Advisors
Massachusetts
AC
2913
ASB Consultores
Florida
WWM
2914
Westwood Wealth Management
California
SIA
2915
Strategic Investment Advisors
Michigan
BFA
2916
Brown Financial Advisors
Ohio
AAP
2917
Aristotle Atlantic Partners
Florida
KFGK
2918
Keystone Financial Group (Kentucky)
Kentucky
FPW
2919
Fairvoy Private Wealth
Alabama
CAM
2920
CenterStar Asset Management
Illinois
FF
2921
Farrell Financial
New York
GI
2922
GLOBALT Investments
Georgia
LA
2923
Lifeworks Advisors
Michigan
GFA
2924
Gallagher Fiduciary Advisors
Illinois
MC
2925
Marest Capital
California