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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
SAM
601
Securian Asset Management
Minnesota
$10.9M
ICM
602
Invenomic Capital Management
Massachusetts
$10.8M
KFP
603
KMG Fiduciary Partners
Ohio
$10.8M
BFA
604
Bragg Financial Advisors
North Carolina
$10.8M
ACA
605
Aptus Capital Advisors
Alabama
$10.7M
MIC
606
Maxi Investments CY
Cyprus
$10.7M
VLKIM
607
Van Lanschot Kempen Investment Management
Netherlands
$10.7M
SSA
608
Schonfeld Strategic Advisors
New York
$10.6M
TP
609
TenCore Partners
New York
$10.6M
AUB
610
Atlantic Union Bankshares
Virginia
$10.6M
SCM
611
Shelton Capital Management
Colorado
$10.5M
SG
612
Sienna Gestion
France
$10.5M
AAMU
613
APG Asset Management US
New York
$10.5M
WCMN
614
Westchester Capital Management (Nebraska)
Nebraska
$10.5M
NRS
615
Neville Rodie & Shaw
New York
$10.4M
CDDEC
616
Caisse Des Depots Et Consignations
France
$10.4M
CCM
617
Channing Capital Management
Illinois
$10.4M
CCM
618
Coldstream Capital Management
Washington
$10.3M
ACA
619
Anchor Capital Advisors
Massachusetts
$10.3M
NMERB
620
New Mexico Educational Retirement Board
New Mexico
$10.3M
OBAM
621
ODDO BHF Asset Management
France
$10.2M
CI
622
CX Institutional
Indiana
$10.2M
IAA
623
Independent Advisor Alliance
North Carolina
$10.2M
CC
624
Chicago Capital
Illinois
$10.2M
CL
625
Choreo LLC
Illinois
$10.2M