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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, 1,136 increasing their positions, 1,208 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
CP
726
CenterBook Partners
Connecticut
$7.23M
IPAM
727
ICICI Prudential Asset Management
India
$7.23M
NMIMC
728
Northwestern Mutual Investment Management Company
Wisconsin
$7.22M
KeyBank National Association
729
KeyBank National Association
Ohio
$7.18M
AI
730
Atom Investors
Texas
$7.16M
ATPW
731
Ashton Thomas Private Wealth
Arizona
$7.15M
SL
732
Siren LLC
Connecticut
$7.13M
LNWWM
733
Laird Norton Wetherby Wealth Management
California
$7.13M
TA
734
Trivest Advisors
Hong Kong
$7.11M
SAM
735
Sompo Asset Management
Japan
$7.08M
MC
736
Machina Capital
France
$7.07M
SHGA
737
Sand Hill Global Advisors
California
$7.07M
SCA
738
Snowden Capital Advisors
New York
$7.05M
MR
739
Munich Reinsurance
$6.99M
HAG
740
HighPoint Advisor Group
Illinois
$6.98M
OTL
741
Oak Thistle LLC
New York
$6.95M
ACM
742
Advisors Capital Management
New Jersey
$6.88M
PAS
743
Park Avenue Securities
New York
$6.87M
LI
744
Louisbourg Investments
New Brunswick, Canada
$6.78M
MFG
745
Merit Financial Group
Georgia
$6.78M
MHC
746
Meyer Handelman Company
New York
$6.75M
WAM
747
Wolverine Asset Management
Illinois
$6.69M
ATC
748
Argent Trust Co
Tennessee
$6.67M
AWM
749
Apollon Wealth Management
South Carolina
$6.66M
ZIG
750
Zuckerman Investment Group
Illinois
$6.64M