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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
AM
3051
Account Management
Massachusetts
AC
3052
Avory & Company
Florida
AWG
3053
Altus Wealth Group
Colorado
MWS
3054
MFA Wealth Services
California
AF
3055
Affiance Financial
Minnesota
VCP
3056
Vista Capital Partners
Oregon
LC
3057
L1 Capital
Australia
NC
3058
NewSquare Capital
Pennsylvania
TIM
3059
Total Investment Management
Arizona
KIG
3060
Kessler Investment Group
Indiana
PSFG
3061
Park Square Financial Group
Georgia
MS
3062
Marshall & Sullivan
Washington
VEA
3063
Virtus ETF Advisers
New York
WA
3064
Whipplewood Advisors
Colorado
GBA
3065
Garrison Bradford & Associates
New York
KWM
3066
Kiker Wealth Management
Georgia
BA
3067
Bellwether Advisors
Nebraska
SO
3068
Sierra Ocean
California
BSC
3069
Brown Shipley & Co
United Kingdom
WTFG
3070
Wood Tarver Financial Group
Idaho
RA
3071
RiverPark Advisors
New York
RTC
3072
Riverview Trust Company
Washington
GWM
3073
Gitterman Wealth Management
New Jersey
RAM
3074
Riggs Asset Management
Pennsylvania
PCC
3075
Park Circle Company
Maryland