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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
VCP
3051
Vista Capital Partners
Oregon
LC
3052
L1 Capital
Australia
NC
3053
NewSquare Capital
Pennsylvania
TIM
3054
Total Investment Management
Arizona
KIG
3055
Kessler Investment Group
Indiana
PSFG
3056
Park Square Financial Group
Georgia
MS
3057
Marshall & Sullivan
Washington
VEA
3058
Virtus ETF Advisers
New York
WA
3059
Whipplewood Advisors
Colorado
GBA
3060
Garrison Bradford & Associates
New York
KWM
3061
Kiker Wealth Management
Georgia
BA
3062
Bellwether Advisors
Nebraska
SO
3063
Sierra Ocean
California
BSC
3064
Brown Shipley & Co
United Kingdom
WTFG
3065
Wood Tarver Financial Group
Idaho
RA
3066
RiverPark Advisors
New York
RTC
3067
Riverview Trust Company
Washington
GWM
3068
Gitterman Wealth Management
New Jersey
RAM
3069
Riggs Asset Management
Pennsylvania
PCC
3070
Park Circle Company
Maryland
MCA
3071
Midwest Capital Advisors
Michigan
BFP
3072
Briaud Financial Planning
Texas
WCM
3073
WealthTrak Capital Management
Virginia
MFT
3074
Moisand Fitzgerald Tamayo
Florida
LFA
3075
LGT Financial Advisors
Texas