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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
CFG
2926
Copley Financial Group
California
PA
2927
PharVision Advisers
Florida
MTC
2928
McDaniel Terry & Co
Texas
RIA
2929
Regal Investment Advisors
Michigan
JAG
2930
Journey Advisory Group
Kentucky
DL
2931
DOHJ LLC
Washington
RCP
2932
Rothschild Capital Partners
New York
DBRC
2933
D.B. Root & Company
Pennsylvania
BHC
2934
Bowen Hanes & Co
Florida
JCFM
2935
JBR Co Financial Management
Oklahoma
MCM
2936
M1 Capital Management
Michigan
SI
2937
Saxon Interests
Texas
TBWA
2938
Three Bridge Wealth Advisors
California
CMF
2939
Counterpoint Mutual Funds
California
TWM
2940
TCFG Wealth Management
California
KA
2941
KDT Advisors
New York
APA
2942
Astoria Portfolio Advisors
New York
SC
2943
Soundwatch Capital
Connecticut
HA
2944
Helium Advisors
Washington
PCP
2945
Panoramic Capital Partners
Oregon
FAG
2946
Fortitude Advisory Group
Washington
NFG
2947
Nadler Financial Group
Illinois
FCM
2948
Fourpath Capital Management
Oklahoma
SWGC
2949
Summit Wealth Group (Colorado)
Colorado
LAM
2950
Lingohr Asset Management
Germany