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