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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
ACIM
651
Azimuth Capital Investment Management
Michigan
$9.46M
PA
652
Proem Advisors
Texas
$9.44M
MWM
653
Moran Wealth Management
Florida
$9.43M
SIMG
654
Sonora Investment Management Group
Arizona
$9.38M
DCM
655
Dupont Capital Management
Delaware
$9.35M
SWA
656
Stratos Wealth Advisors
Ohio
$9.27M
ERSOT
657
Employees Retirement System of Texas
Texas
$9.26M
MC
658
Moors & Cabot
Massachusetts
$9.25M
PF
659
Phoenix Financial
Israel
$9.22M
ET
660
Equitable Trust
Tennessee
$9.16M
SF
661
Synovus Financial
Georgia
$9.15M
LFG
662
Lazard Frères Gestion
France
$9.15M
GAM
663
Groupama Asset Management
France
$9.14M
AMI
664
Amica Mutual Insurance
Rhode Island
$9.04M
BZWA
665
Blue Zone Wealth Advisors
California
$9.04M
JMFC
666
J.M. Forbes & Co
Massachusetts
$8.95M
OQS
667
Occudo Quantitative Strategies
Florida
$8.94M
CTA
668
Chesley Taft & Associates
Illinois
$8.91M
Boston Partners
669
Boston Partners
Massachusetts
$8.89M
MGWM
670
Marks Group Wealth Management
Minnesota
$8.84M
ZDA
671
Zweig-DiMenna Associates
New York
$8.83M
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$8.79M
EH
673
Equitable Holdings
New York
$8.78M
JC
674
Jacobs & Co
California
$8.75M
CIA
675
Concurrent Investment Advisors
Florida
$8.73M