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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
R
2951
Rebalance
California
HKIMG
2952
Hutchens & Kramer Investment Management Group
Indiana
CQWA
2953
Chokshi & Queen Wealth Advisors
California
CAIMH
2954
Central Asset Investments & Management Holdings
Hong Kong
MFWP
2955
Mosaic Family Wealth Partners
Missouri
CNFG
2956
Creegan & Nassoura Financial Group
New Hampshire
CPA
2957
Capital Planning Advisors
California
NG
2958
Novem Group
New York
CWMS
2959
Cannon Wealth Management Services
North Carolina
CFAM
2960
Center For Asset Management
Florida
Winslow Capital Management
2961
Winslow Capital Management
Minnesota
NCM
2962
Next Capital Management
New York
BL
2963
Balentine LLC
Georgia
Fiera Capital (Canada)
2964
Fiera Capital (Canada)
Quebec, Canada
MSA
2965
McAlister Sweet & Associates
Texas
MPM
2966
MBB Public Markets
Illinois
BPAMU
2967
BTG Pactual Asset Management US
New York
TA
2968
Tactive Advisors
Florida
CCA
2969
Catalyst Capital Advisors
New York
BWP
2970
BlueStem Wealth Partners
Minnesota
WFA
2971
Wellspring Financial Advisors
Ohio
RFN
2972
RDA Financial Network
Iowa
PJWM
2973
Philip James Wealth Mangement
Georgia
GGA
2974
Granite Group Advisors
Connecticut
EC
2975
EntryPoint Capital
New York