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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
IAA
626
Independent Advisor Alliance
North Carolina
$10.2M
CC
627
Chicago Capital
Illinois
$10.2M
CL
628
Choreo LLC
Illinois
$10.2M
CCM
629
Compass Capital Management
Minnesota
$10.1M
RSS
630
Rosenblum Silverman Sutton
California
$10.1M
SWP
631
Strategic Wealth Partners
Ohio
$9.99M
BWM
632
Bulltick Wealth Management
Florida
$9.98M
CM
633
CastleKnight Management
New York
$9.91M
BCV
634
Banque Cantonale Vaudoise
Switzerland
$9.86M
HWM
635
HB Wealth Management
Georgia
$9.86M
DADC
636
D.A. Davidson & Co
Montana
$9.84M
MIM
637
Morningstar Investment Management
Illinois
$9.81M
FDP
638
Financiere des Professionnels
Quebec, Canada
$9.79M
ALMGDA
639
AG2R La Mondiale Gestion d'Actifs
France
$9.76M
M
640
MOTCO
Texas
$9.74M
DILIC
641
Dai-ichi Life Insurance Company
Japan
$9.71M
TRCT
642
Tower Research Capital (TRC)
New York
$9.67M
NRG
643
Nemes Rush Group
Michigan
$9.6M
CA
644
Callahan Advisors
Texas
$9.58M
PCA
645
Pallas Capital Advisors
Massachusetts
$9.57M
ABTD
646
Arvest Bank Trust Division
Oklahoma
$9.56M
ETC
647
Exchange Traded Concepts
Oklahoma
$9.56M
SAM
648
Sawgrass Asset Management
Florida
$9.5M
PA
649
Profund Advisors
Maryland
$9.49M
GAI
650
General American Investors
New York
$9.48M