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Salesforce

2,794 hedge funds and large institutions have $180B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,149 increasing their positions, 1,215 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: $210B → $180B (-$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
2,794
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
AZ
3001
Alpha Zero
Florida
BPC
3002
Bearing Point Capital
Minnesota
CAI
3003
Capital Advisors Inc
Oklahoma
SIA
3004
SkyView Investment Advisors
New Jersey
IIM
3005
InTrack Investment Management
Vermont
OFO
3006
OneAscent Family Office
Alabama
EFL
3007
ERn Financial LLC
Wisconsin
BW
3008
Blalock Williams
Alabama
SWM
3009
SilverOak Wealth Management
Minnesota
RWA
3010
Redhawk Wealth Advisors
Minnesota
AWF
3011
Alpha Wealth Funds
Utah
PWA
3012
Prairie Wealth Advisors
Nebraska
RRA
3013
Round Rock Advisors
Connecticut
WAM
3014
Weatherly Asset Management
California
HCM
3015
HMS Capital Management
Tennessee
BMM
3016
Berkshire Money Management
Massachusetts
WPA
3017
West Paces Advisors
Georgia
BH
3018
Burk Holdings
Oklahoma
TA
3019
Teramo Advisors
Florida
SPI
3020
Sutton Place Investors
New York
KSWWM
3021
Keyes Stange & Wooten Wealth Management
Florida
ACC
3022
Acorn Creek Capital
Colorado
CAM
3023
Clark Asset Management
New Hampshire
PMG
3024
Private Management Group
California
CG
3025
CFO4Life Group
Texas