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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
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$26.6M
SA
402
Sanctuary Advisors
Indiana
$26.6M
VPIM
403
Vanguard Personalized Indexing Management
California
$26.5M
PEAK6
404
PEAK6
Illinois
$26.4M
NCM
405
Nearwater Capital Markets
Ireland
$26.4M
YCM
406
Yousif Capital Management
Michigan
$26.3M
Thrivent Financial for Lutherans
407
Thrivent Financial for Lutherans
Minnesota
$26.1M
OPERF
408
Oregon Public Employees Retirement Fund
Oregon
$25.9M
CAPTRUST Financial Advisors
409
CAPTRUST Financial Advisors
North Carolina
$25.9M
NP
410
NS Partners
United Kingdom
$25.4M
TI
411
Trexquant Investment
Connecticut
$25.4M
MOACM
412
Mutual of America Capital Management
New York
$25.2M
TNB
413
Thomasville National Bank
Georgia
$25M
WB
414
WesBanco Bank
West Virginia
$25M
CCM
415
Chilton Capital Management
Texas
$24.7M
ACM
416
Alua Capital Management
New York
$24.4M
SOADOR
417
State of Alaska Department of Revenue
Alaska
$24.4M
VCM
418
Valiant Capital Management
California
$24.3M
EI
419
Ethic Inc
New York
$24.3M
HPG
420
Harvest Portfolios Group
Ontario, Canada
$24.2M
MFAM
421
Motley Fool Asset Management
Virginia
$24M
Wealthfront Advisers
422
Wealthfront Advisers
California
$23.9M
Pathstone Holdings
423
Pathstone Holdings
New Jersey
$23.9M
VA
424
Vident Advisory
Georgia
$23.7M
LFM
425
LGT Fund Management
Liechtenstein
$23.6M