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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
CCM
626
Compass Capital Management
Minnesota
$10.1M
RSS
627
Rosenblum Silverman Sutton
California
$10.1M
SWP
628
Strategic Wealth Partners
Ohio
$9.99M
BWM
629
Bulltick Wealth Management
Florida
$9.98M
CM
630
CastleKnight Management
New York
$9.91M
BCV
631
Banque Cantonale Vaudoise
Switzerland
$9.86M
HWM
632
HB Wealth Management
Georgia
$9.86M
DADC
633
D.A. Davidson & Co
Montana
$9.84M
MIM
634
Morningstar Investment Management
Illinois
$9.81M
FDP
635
Financiere des Professionnels
Quebec, Canada
$9.79M
ALMGDA
636
AG2R La Mondiale Gestion d'Actifs
France
$9.76M
M
637
MOTCO
Texas
$9.74M
DILIC
638
Dai-ichi Life Insurance Company
Japan
$9.71M
TRCT
639
Tower Research Capital (TRC)
New York
$9.67M
NRG
640
Nemes Rush Group
Michigan
$9.6M
CA
641
Callahan Advisors
Texas
$9.58M
PCA
642
Pallas Capital Advisors
Massachusetts
$9.57M
ABTD
643
Arvest Bank Trust Division
Oklahoma
$9.56M
ETC
644
Exchange Traded Concepts
Oklahoma
$9.56M
SAM
645
Sawgrass Asset Management
Florida
$9.5M
PA
646
Profund Advisors
Maryland
$9.49M
GAI
647
General American Investors
New York
$9.48M
ACIM
648
Azimuth Capital Investment Management
Michigan
$9.46M
PA
649
Proem Advisors
Texas
$9.44M
MWM
650
Moran Wealth Management
Florida
$9.43M