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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
SB
676
Simmons Bank
Arkansas
$8.58M
PA
677
Pinnacle Associates
New York
$8.55M
LOAMS
678
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.54M
HBCM
679
Heron Bay Capital Management
Michigan
$8.5M
MK
680
MASTERINVEST Kapitalanlage
$8.5M
HVIA
681
Hudson Valley Investment Advisors
New York
$8.46M
ECM
682
Evergreen Capital Management
Washington
$8.45M
AC
683
Allstate Corporation
Illinois
$8.39M
TAMH
684
Taikang Asset Management (HK)
Hong Kong
$8.35M
BFG
685
Bleakley Financial Group
New Jersey
$8.34M
IC
686
Iconiq Capital
California
$8.33M
CWP
687
CFM Wealth Partners
Texas
$8.31M
ACM
688
Alight Capital Management
New York
$8.29M
BONST
689
Bank of Nova Scotia Trust
Ontario, Canada
$8.27M
TIAA Trust, National Association
690
TIAA Trust, National Association
North Carolina
$8.25M
NCM
691
Novare Capital Management
North Carolina
$8.21M
DC
692
Davenport & Co
Virginia
$8.16M
WT
693
Whittier Trust
California
$8.16M
KA
694
Kintegral Advisory
New York
$8.12M
TFIPS
695
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.04M
DWM
696
Diversify Wealth Management
Utah
$8.03M
SWP
697
Stratos Wealth Partners
Ohio
$8.02M
VFA
698
Valeo Financial Advisors
Indiana
$8.02M
EF
699
Empirical Finance
Pennsylvania
$8M
AHC
700
Adell Harriman & Carpenter
Texas
$7.96M