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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
SIMG
651
Sonora Investment Management Group
Arizona
$9.38M
DCM
652
Dupont Capital Management
Delaware
$9.35M
SWA
653
Stratos Wealth Advisors
Ohio
$9.27M
ERSOT
654
Employees Retirement System of Texas
Texas
$9.26M
MC
655
Moors & Cabot
Massachusetts
$9.25M
PF
656
Phoenix Financial
Israel
$9.22M
ET
657
Equitable Trust
Tennessee
$9.16M
SF
658
Synovus Financial
Georgia
$9.15M
LFG
659
Lazard Frères Gestion
France
$9.15M
GAM
660
Groupama Asset Management
France
$9.14M
AMI
661
Amica Mutual Insurance
Rhode Island
$9.04M
BZWA
662
Blue Zone Wealth Advisors
California
$9.04M
JMFC
663
J.M. Forbes & Co
Massachusetts
$8.95M
OQS
664
Occudo Quantitative Strategies
Florida
$8.94M
CTA
665
Chesley Taft & Associates
Illinois
$8.91M
Boston Partners
666
Boston Partners
Massachusetts
$8.89M
MGWM
667
Marks Group Wealth Management
Minnesota
$8.84M
ZDA
668
Zweig-DiMenna Associates
New York
$8.83M
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$8.79M
EH
670
Equitable Holdings
New York
$8.78M
JC
671
Jacobs & Co
California
$8.75M
CIA
672
Concurrent Investment Advisors
Florida
$8.73M
PS
673
Principal Securities
Iowa
$8.7M
MCM
674
MAI Capital Management
Ohio
$8.67M
PIM
675
Plato Investment Management
Australia
$8.64M