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Salesforce

2,769 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, 1,136 increasing their positions, 1,208 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
2,769
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
HA
2926
Helium Advisors
Washington
PCP
2927
Panoramic Capital Partners
Oregon
FAG
2928
Fortitude Advisory Group
Washington
NFG
2929
Nadler Financial Group
Illinois
FCM
2930
Fourpath Capital Management
Oklahoma
LAM
2931
Lingohr Asset Management
Germany
R
2932
Rebalance
California
HKIMG
2933
Hutchens & Kramer Investment Management Group
Indiana
CAIMH
2934
Central Asset Investments & Management Holdings
Hong Kong
CQWA
2935
Chokshi & Queen Wealth Advisors
California
MFWP
2936
Mosaic Family Wealth Partners
Missouri
CNFG
2937
Creegan & Nassoura Financial Group
New Hampshire
CPA
2938
Capital Planning Advisors
California
NG
2939
Novem Group
New York
CWMS
2940
Cannon Wealth Management Services
North Carolina
CFAM
2941
Center For Asset Management
Florida
Winslow Capital Management
2942
Winslow Capital Management
Minnesota
NCM
2943
Next Capital Management
New York
BL
2944
Balentine LLC
Georgia
Fiera Capital (Canada)
2945
Fiera Capital (Canada)
Quebec, Canada
MSA
2946
McAlister Sweet & Associates
Texas
MPM
2947
MBB Public Markets
Illinois
BPAMU
2948
BTG Pactual Asset Management US
New York
TA
2949
Tactive Advisors
Florida
CCA
2950
Catalyst Capital Advisors
New York