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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
VFA
701
Valeo Financial Advisors
Indiana
$8.02M
EF
702
Empirical Finance
Pennsylvania
$8M
AHC
703
Adell Harriman & Carpenter
Texas
$7.96M
YC
704
Yarbrough Capital
Tennessee
$7.94M
HPIA
705
Hamilton Point Investment Advisors
North Carolina
$7.93M
DWM
706
Dakota Wealth Management
Florida
$7.91M
HFS
707
Hantz Financial Services
Michigan
$7.87M
PTC
708
Philadelphia Trust Company
Pennsylvania
$7.84M
GVAG
709
Great Valley Advisor Group
Delaware
$7.84M
NAMM
710
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.81M
RWA
711
River Wealth Advisors
Pennsylvania
$7.79M
NG
712
Norden Group
Utah
$7.78M
TCM
713
Thames Capital Management
New Jersey
$7.75M
HCM
714
Harvey Capital Management
Florida
$7.73M
Bessemer Group
715
Bessemer Group
New Jersey
$7.73M
SIM
716
Seaview Investment Managers
Florida
$7.65M
OAM
717
Oppenheimer Asset Management
New York
$7.64M
LFAS
718
Level Four Advisory Services
Texas
$7.54M
FC
719
FORA Capital
Florida
$7.52M
BJL
720
Brighton Jones LLC
Washington
$7.51M
VF
721
Virtu Financial
New York
$7.46M
WFG
722
Wormser Freres Gestion
France
$7.41M
IIM
723
Intact Investment Management
Quebec, Canada
$7.39M
AAM
724
Advisors Asset Management
Colorado
$7.36M
LMIM
725
Lockheed Martin Investment Management
Maryland
$7.36M