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