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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
PS
676
Principal Securities
Iowa
$8.7M
MCM
677
MAI Capital Management
Ohio
$8.67M
PIM
678
Plato Investment Management
Australia
$8.64M
SB
679
Simmons Bank
Arkansas
$8.58M
PA
680
Pinnacle Associates
New York
$8.55M
LOAMS
681
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.54M
HBCM
682
Heron Bay Capital Management
Michigan
$8.5M
MK
683
MASTERINVEST Kapitalanlage
$8.5M
HVIA
684
Hudson Valley Investment Advisors
New York
$8.46M
ECM
685
Evergreen Capital Management
Washington
$8.45M
AC
686
Allstate Corporation
Illinois
$8.39M
TAMH
687
Taikang Asset Management (HK)
Hong Kong
$8.35M
BFG
688
Bleakley Financial Group
New Jersey
$8.34M
IC
689
Iconiq Capital
California
$8.33M
CWP
690
CFM Wealth Partners
Texas
$8.31M
ACM
691
Alight Capital Management
New York
$8.29M
BONST
692
Bank of Nova Scotia Trust
Ontario, Canada
$8.27M
TIAA Trust, National Association
693
TIAA Trust, National Association
North Carolina
$8.25M
NCM
694
Novare Capital Management
North Carolina
$8.21M
DC
695
Davenport & Co
Virginia
$8.16M
WT
696
Whittier Trust
California
$8.16M
KA
697
Kintegral Advisory
New York
$8.12M
TFIPS
698
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.04M
DWM
699
Diversify Wealth Management
Utah
$8.03M
SWP
700
Stratos Wealth Partners
Ohio
$8.02M