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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
SWM
726
Sendero Wealth Management
Texas
$7.34M
SIM
727
Stratos Investment Management
Ohio
$7.34M
WSFS
728
Wilmington Savings Fund Society
Delaware
$7.31M
DA
729
Dillon & Associates
Michigan
$7.24M
CP
730
CenterBook Partners
Connecticut
$7.23M
IPAM
731
ICICI Prudential Asset Management
India
$7.23M
NMIMC
732
Northwestern Mutual Investment Management Company
Wisconsin
$7.22M
KeyBank National Association
733
KeyBank National Association
Ohio
$7.18M
AI
734
Atom Investors
Texas
$7.16M
ATPW
735
Ashton Thomas Private Wealth
Arizona
$7.15M
SL
736
Siren LLC
Connecticut
$7.13M
LNWWM
737
Laird Norton Wetherby Wealth Management
California
$7.13M
TA
738
Trivest Advisors
Hong Kong
$7.11M
SAM
739
Sompo Asset Management
Japan
$7.08M
MC
740
Machina Capital
France
$7.07M
SHGA
741
Sand Hill Global Advisors
California
$7.07M
SCA
742
Snowden Capital Advisors
New York
$7.05M
MR
743
Munich Reinsurance
$6.99M
HAG
744
HighPoint Advisor Group
Illinois
$6.98M
OTL
745
Oak Thistle LLC
New York
$6.95M
ACM
746
Advisors Capital Management
New Jersey
$6.88M
PAS
747
Park Avenue Securities
New York
$6.87M
LI
748
Louisbourg Investments
New Brunswick, Canada
$6.78M
MFG
749
Merit Financial Group
Georgia
$6.78M
MHC
750
Meyer Handelman Company
New York
$6.75M