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Salesforce

2,769 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, 1,207 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
2,769
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
Bank Julius Baer & Co
426
Bank Julius Baer & Co
Switzerland
$22.8M
TMAM
427
Tokio Marine Asset Management
Japan
$22.8M
FCH
428
Freestone Capital Holdings
Washington
$22.8M
EMPI
429
Elo Mutual Pension Insurance
Finland
$22.8M
O
430
Ossiam
France
$22.5M
NAM
431
NorthCrest Asset Manangement
Minnesota
$22.4M
PFP
432
Pinnacle Financial Partners
Tennessee
$22.3M
DWP
433
Daymark Wealth Partners
Ohio
$21.9M
CGH
434
Crossmark Global Holdings
Texas
$21.8M
JG
435
Jain Global
New York
$21.8M
MFIM
436
Mesirow Financial Investment Management
Illinois
$21.8M
ZIM
437
Zacks Investment Management
Illinois
$21.6M
CI
438
Capital International
California
$21.5M
WP
439
Waycross Partners
Kentucky
$21.5M
AG
440
AIA Group
Hong Kong
$21.4M
HTC
441
Haverford Trust Company
Pennsylvania
$21.4M
GAM
442
Generali Asset Management
Italy
$21.3M
TF
443
Talbot Financial
Washington
$21.2M
BFO
444
Boston Family Office
Massachusetts
$21.1M
EAM
445
EULAV Asset Management
Florida
$21.1M
FIA
446
Foundations Investment Advisors
Arizona
$21M
MIF
447
Mediolanum International Funds
Ireland
$20.9M
WIM
448
Weitz Investment Management
Nebraska
$20.7M
DIA
449
Davidson Investment Advisors
Montana
$20.7M
AAB
450
ABN AMRO Bank
Netherlands
$20.6M