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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
QP
476
Quilter Plc
United Kingdom
$18.3M
UB
477
UMB Bank
Missouri
$18.2M
AIM
478
ARK Investment Management
Florida
$18M
CGPCS
479
Capital Group Private Client Services
California
$18M
PCMC
480
Paragon Capital Management (Colorado)
Colorado
$17.9M
KPWS
481
Kestra Private Wealth Services
Texas
$17.9M
MSU
482
Mizuho Securities USA
New York
$17.8M
DKCM
483
Davidson Kempner Capital Management
New York
$17.8M
FVWA
484
Foster Victor Wealth Advisors
South Carolina
$17.5M
AHB
485
Abner Herrman & Brock
New Jersey
$17.2M
TCOV
486
Trust Company of Vermont
Vermont
$17.1M
BPA
487
Beacon Pointe Advisors
California
$17.1M
NA
488
NewEdge Advisors
Louisiana
$17.1M
GHA
489
GW Henssler & Associates
Georgia
$17M
SIA
490
Sit Investment Associates
Minnesota
$17M
SI
491
Sora Investors
Pennsylvania
$16.9M
TS
492
Triglav Skladi
Slovenia
$16.9M
AAF
493
Andra AP-fonden
Sweden
$16.9M
Verition Fund Management
494
Verition Fund Management
Connecticut
$16.8M
WT
495
Washington Trust
Rhode Island
$16.8M
IMRF
496
Illinois Municipal Retirement Fund
Illinois
$16.8M
KHLMVGHM
497
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.6M
PAG
498
Private Advisor Group
New Jersey
$16.5M
Simplex Trading
499
Simplex Trading
Illinois
$16.5M
GWM
500
GDS Wealth Management
Texas
$16.4M