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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
AssetMark Inc
326
AssetMark Inc
California
$37.2M
GAM
327
Guinness Asset Management
United Kingdom
$37.1M
URS
328
Utah Retirement Systems
Utah
$36.6M
EAM
329
Erste Asset Management
Austria
$36.1M
BP
330
BNP Paribas
France
$36.1M
PTC
331
Petrus Trust Company
Texas
$36.1M
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$36M
AIM
333
Achmea Investment Management
Netherlands
$35.9M
X
334
Xponance
Pennsylvania
$35.9M
UIM
335
USS Investment Management
United Kingdom
$35.7M
WA
336
WestEnd Advisors
North Carolina
$35.7M
PFSRSONJ
337
Police & Firemen's Retirement System of New Jersey
New Jersey
$35.7M
Los Angeles Capital Management
338
Los Angeles Capital Management
California
$35.6M
RFC
339
Regions Financial Corp
Alabama
$35.3M
Walleye Trading
340
Walleye Trading
New York
$35.3M
VDI
341
Vaughan David Investments
Illinois
$35.2M
Cambridge Investment Research Advisors
342
Cambridge Investment Research Advisors
Iowa
$34.6M
M&T Bank
343
M&T Bank
New York
$34.6M
SPIA
344
Steward Partners Investment Advisory
New York
$34.6M
IMC Chicago
345
IMC Chicago
Illinois
$34.2M
AAS
346
Annex Advisory Services
Wisconsin
$34.2M
DG
347
DigitalBridge Group
Florida
$34.1M
CS
348
Clear Street
New York
$33.9M
Walleye Capital
349
Walleye Capital
New York
$33.7M
DCP
350
Distillate Capital Partners
Illinois
$33.4M