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