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