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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
CC
576
Cornerstone Capital
California
$12.1M
HTHT
577
Hemenway Trust Hemenway Trust
New Hampshire
$12.1M
NAAA
578
New Age Alpha Advisors
New York
$12.1M
WC
579
Whitney & Co
New York
$12M
LSERS
580
Louisiana State Employees Retirement System
Louisiana
$11.9M
EWA
581
Exencial Wealth Advisors
Oklahoma
$11.9M
A
582
Allianz
Germany
$11.8M
DPL
583
Danica Pension Livsforsikrings
$11.8M
LIP
584
Lighthouse Investment Partners
Florida
$11.8M
RWP
585
RWA Wealth Partners
Massachusetts
$11.8M
RIA
586
RPG Investment Advisory
California
$11.7M
PFS
587
Prospera Financial Services
Texas
$11.7M
STA
588
Summit Trail Advisors
New York
$11.6M
LOAME
589
Lombard Odier Asset Management (Europe)
United Kingdom
$11.6M
ASN
590
Advisory Services Network
Georgia
$11.5M
LCM
591
LVM Capital Management
Michigan
$11.5M
PWM
592
Perigon Wealth Management
California
$11.4M
GIBU
593
Gulf International Bank (UK)
United Kingdom
$11.4M
KWM
594
Kingsview Wealth Management
Oregon
$11.1M
FT
595
Fiduciary Trust
Massachusetts
$11.1M
CG
596
Caprock Group
Idaho
$11M
MSRPS
597
Maryland State Retirement & Pension System
Maryland
$11M
AF
598
Allworth Financial
California
$11M
AFG
599
Albion Financial Group
Utah
$11M
BFS
600
Bradley Foster & Sargent
Connecticut
$10.9M