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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
AC
3026
Avory & Company
Florida
AWG
3027
Altus Wealth Group
Colorado
AF
3028
Affiance Financial
Minnesota
VCP
3029
Vista Capital Partners
Oregon
MWS
3030
MFA Wealth Services
California
LC
3031
L1 Capital
Australia
NC
3032
NewSquare Capital
Pennsylvania
TIM
3033
Total Investment Management
Arizona
KIG
3034
Kessler Investment Group
Indiana
PSFG
3035
Park Square Financial Group
Georgia
MS
3036
Marshall & Sullivan
Washington
VEA
3037
Virtus ETF Advisers
New York
WA
3038
Whipplewood Advisors
Colorado
GBA
3039
Garrison Bradford & Associates
New York
KWM
3040
Kiker Wealth Management
Georgia
BA
3041
Bellwether Advisors
Nebraska
SO
3042
Sierra Ocean
California
BSC
3043
Brown Shipley & Co
United Kingdom
WTFG
3044
Wood Tarver Financial Group
Idaho
RA
3045
RiverPark Advisors
New York
RTC
3046
Riverview Trust Company
Washington
GWM
3047
Gitterman Wealth Management
New Jersey
RAM
3048
Riggs Asset Management
Pennsylvania
PCC
3049
Park Circle Company
Maryland
MCA
3050
Midwest Capital Advisors
Michigan