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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
YC
701
Yarbrough Capital
Tennessee
$7.94M
HPIA
702
Hamilton Point Investment Advisors
North Carolina
$7.93M
DWM
703
Dakota Wealth Management
Florida
$7.91M
HFS
704
Hantz Financial Services
Michigan
$7.87M
PTC
705
Philadelphia Trust Company
Pennsylvania
$7.84M
GVAG
706
Great Valley Advisor Group
Delaware
$7.84M
NAMM
707
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.81M
RWA
708
River Wealth Advisors
Pennsylvania
$7.79M
NG
709
Norden Group
Utah
$7.78M
TCM
710
Thames Capital Management
New Jersey
$7.75M
HCM
711
Harvey Capital Management
Florida
$7.73M
Bessemer Group
712
Bessemer Group
New Jersey
$7.73M
SIM
713
Seaview Investment Managers
Florida
$7.65M
OAM
714
Oppenheimer Asset Management
New York
$7.64M
LFAS
715
Level Four Advisory Services
Texas
$7.54M
FC
716
FORA Capital
Florida
$7.52M
BJL
717
Brighton Jones LLC
Washington
$7.51M
VF
718
Virtu Financial
New York
$7.46M
IIM
719
Intact Investment Management
Quebec, Canada
$7.39M
AAM
720
Advisors Asset Management
Colorado
$7.36M
LMIM
721
Lockheed Martin Investment Management
Maryland
$7.36M
SWM
722
Sendero Wealth Management
Texas
$7.34M
SIM
723
Stratos Investment Management
Ohio
$7.34M
WSFS
724
Wilmington Savings Fund Society
Delaware
$7.31M
DA
725
Dillon & Associates
Michigan
$7.24M