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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
LFG
3001
Lockerman Financial Group
California
QFA
3002
Quantum Financial Advisors
California
MSS
3003
Mitchell Sinkler & Starr
Pennsylvania
RAS
3004
RPS Advisory Solutions
Kentucky
UWM
3005
USAdvisors Wealth Management
Minnesota
EB
3006
Exchange Bank
California
MAG
3007
M3 Advisory Group
Massachusetts
CFA
3008
Cahill Financial Advisors
Minnesota
TCM
3009
Tufton Capital Management
Maryland
WN
3010
Williams & Novak
California
TFA
3011
Tranquilli Financial Advisor
New Jersey
AFG
3012
ABLE Financial Group
Arizona
SLT
3013
St Louis Trust
Missouri
DG
3014
DMC Group
Alabama
IA
3015
Intellus Advisors
Florida
GIA
3016
Guyasuta Investment Advisors
Pennsylvania
WDL
3017
Well Done LLC
Michigan
GWM
3018
GSB Wealth Management
Connecticut
USWIA
3019
UP Strategic Wealth Investment Advisors
Pennsylvania
GSIS
3020
Global Strategic Investment Solutions
Arizona
NIP
3021
Nicholas Investment Partners
California
VHAM
3022
Van Hulzen Asset Management
California
1WM
3023
1900 Wealth Management
Texas
LFS
3024
Legacy Financial Strategies
Kansas
PSF
3025
Pacific Sun Financial
California