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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
OFO
3001
OneAscent Family Office
Alabama
EFL
3002
ERn Financial LLC
Wisconsin
BW
3003
Blalock Williams
Alabama
AWF
3004
Alpha Wealth Funds
Utah
RWA
3005
Redhawk Wealth Advisors
Minnesota
SWM
3006
SilverOak Wealth Management
Minnesota
PWA
3007
Prairie Wealth Advisors
Nebraska
RRA
3008
Round Rock Advisors
Connecticut
WAM
3009
Weatherly Asset Management
California
HCM
3010
HMS Capital Management
Tennessee
BMM
3011
Berkshire Money Management
Massachusetts
WPA
3012
West Paces Advisors
Georgia
BH
3013
Burk Holdings
Oklahoma
TA
3014
Teramo Advisors
Florida
SPI
3015
Sutton Place Investors
New York
ACC
3016
Acorn Creek Capital
Colorado
KSWWM
3017
Keyes Stange & Wooten Wealth Management
Florida
CAM
3018
Clark Asset Management
New Hampshire
PMG
3019
Private Management Group
California
CG
3020
CFO4Life Group
Texas
LFG
3021
Lockerman Financial Group
California
QFA
3022
Quantum Financial Advisors
California
UWM
3023
USAdvisors Wealth Management
Minnesota
MSS
3024
Mitchell Sinkler & Starr
Pennsylvania
RAS
3025
RPS Advisory Solutions
Kentucky