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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
BPC
2976
Bearing Point Capital
Minnesota
AZ
2977
Alpha Zero
Florida
CAI
2978
Capital Advisors Inc
Oklahoma
IIM
2979
InTrack Investment Management
Vermont
OFO
2980
OneAscent Family Office
Alabama
EFL
2981
ERn Financial LLC
Wisconsin
BW
2982
Blalock Williams
Alabama
RWA
2983
Redhawk Wealth Advisors
Minnesota
SWM
2984
SilverOak Wealth Management
Minnesota
AWF
2985
Alpha Wealth Funds
Utah
PWA
2986
Prairie Wealth Advisors
Nebraska
RRA
2987
Round Rock Advisors
Connecticut
WAM
2988
Weatherly Asset Management
California
HCM
2989
HMS Capital Management
Tennessee
BMM
2990
Berkshire Money Management
Massachusetts
BH
2991
Burk Holdings
Oklahoma
WPA
2992
West Paces Advisors
Georgia
SPI
2993
Sutton Place Investors
New York
TA
2994
Teramo Advisors
Florida
KSWWM
2995
Keyes Stange & Wooten Wealth Management
Florida
ACC
2996
Acorn Creek Capital
Colorado
CAM
2997
Clark Asset Management
New Hampshire
PMG
2998
Private Management Group
California
CG
2999
CFO4Life Group
Texas
LFG
3000
Lockerman Financial Group
California