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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
AIM
476
ARK Investment Management
Florida
$18M
CGPCS
477
Capital Group Private Client Services
California
$18M
PCMC
478
Paragon Capital Management (Colorado)
Colorado
$17.9M
KPWS
479
Kestra Private Wealth Services
Texas
$17.9M
MSU
480
Mizuho Securities USA
New York
$17.8M
DKCM
481
Davidson Kempner Capital Management
New York
$17.8M
FVWA
482
Foster Victor Wealth Advisors
South Carolina
$17.5M
AHB
483
Abner Herrman & Brock
New Jersey
$17.2M
TCOV
484
Trust Company of Vermont
Vermont
$17.1M
BPA
485
Beacon Pointe Advisors
California
$17.1M
NA
486
NewEdge Advisors
Louisiana
$17.1M
SIA
487
Sit Investment Associates
Minnesota
$17M
SI
488
Sora Investors
Pennsylvania
$16.9M
TS
489
Triglav Skladi
Slovenia
$16.9M
AAF
490
Andra AP-fonden
Sweden
$16.9M
Verition Fund Management
491
Verition Fund Management
Connecticut
$16.8M
WT
492
Washington Trust
Rhode Island
$16.8M
IMRF
493
Illinois Municipal Retirement Fund
Illinois
$16.8M
KHLMVGHM
494
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.6M
PAG
495
Private Advisor Group
New Jersey
$16.5M
Simplex Trading
496
Simplex Trading
Illinois
$16.5M
GWM
497
GDS Wealth Management
Texas
$16.4M
OA
498
Oak Associates
Ohio
$16.2M
SAM
499
Silvercrest Asset Management
New York
$16.2M
GAM
500
Gotham Asset Management
New York
$16.2M