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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
EB
3026
Exchange Bank
California
MAG
3027
M3 Advisory Group
Massachusetts
CFA
3028
Cahill Financial Advisors
Minnesota
WN
3029
Williams & Novak
California
TCM
3030
Tufton Capital Management
Maryland
TFA
3031
Tranquilli Financial Advisor
New Jersey
AFG
3032
ABLE Financial Group
Arizona
SLT
3033
St Louis Trust
Missouri
DG
3034
DMC Group
Alabama
IA
3035
Intellus Advisors
Florida
GIA
3036
Guyasuta Investment Advisors
Pennsylvania
WDL
3037
Well Done LLC
Michigan
GWM
3038
GSB Wealth Management
Connecticut
USWIA
3039
UP Strategic Wealth Investment Advisors
Pennsylvania
GSIS
3040
Global Strategic Investment Solutions
Arizona
NIP
3041
Nicholas Investment Partners
California
VHAM
3042
Van Hulzen Asset Management
California
1WM
3043
1900 Wealth Management
Texas
LFS
3044
Legacy Financial Strategies
Kansas
AM
3045
Account Management
Massachusetts
PSF
3046
Pacific Sun Financial
California
AC
3047
Avory & Company
Florida
AWG
3048
Altus Wealth Group
Colorado
AF
3049
Affiance Financial
Minnesota
MWS
3050
MFA Wealth Services
California