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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
BWP
2951
BlueStem Wealth Partners
Minnesota
WFA
2952
Wellspring Financial Advisors
Ohio
RFN
2953
RDA Financial Network
Iowa
PJWM
2954
Philip James Wealth Mangement
Georgia
GGA
2955
Granite Group Advisors
Connecticut
EC
2956
EntryPoint Capital
New York
PFG
2957
PAX Financial Group
Texas
PWM
2958
Puff Wealth Management
New Jersey
HWM
2959
Hobbs Wealth Management
Indiana
CFS
2960
Coordinated Financial Services
Colorado
IIA
2961
Integral Investment Advisors
California
BCM
2962
Brown Capital Management
Maryland
WWM
2963
Whalen Wealth Management
Nevada
BFF
2964
Byrne Financial Freedom
Massachusetts
OPA
2965
Old Port Advisors
Maine
BWM
2966
BCS Wealth Management
Tennessee
RE
2967
Rydar Equities
Texas
JCM
2968
Janney Capital Management
Pennsylvania
TWA
2969
Talisman Wealth Advisors
New Jersey
MPCL
2970
My Personal CFO LLC
Washington
RIA
2971
Realta Investment Advisors
Delaware
PA
2972
PSI Advisors
Florida
PFM
2973
Patton Fund Management
Texas
CGF
2974
Constant Guidance Financial
Massachusetts
SWM
2975
Sagace Wealth Management
Florida