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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
WAM
751
Wolverine Asset Management
Illinois
$6.69M
ATC
752
Argent Trust Co
Tennessee
$6.67M
AWM
753
Apollon Wealth Management
South Carolina
$6.66M
ZIG
754
Zuckerman Investment Group
Illinois
$6.64M
MWM
755
Marietta Wealth Management
Georgia
$6.6M
MWM
756
Modera Wealth Management
New Jersey
$6.57M
AF
757
Ally Financial
Michigan
$6.52M
KIA
758
Knollwood Investment Advisory
Maryland
$6.5M
RP
759
Regal Partners
Australia
$6.5M
GCM
760
Gibraltar Capital Management
Oklahoma
$6.46M
SC
761
SummitTX Capital
Texas
$6.45M
CWM
762
CMH Wealth Management
New Hampshire
$6.44M
CK
763
Cohen Klingenstein
New York
$6.4M
TCA
764
Trifecta Capital Advisors
Illinois
$6.4M
SPG
765
Strategic Planning Group
Utah
$6.38M
BG
766
BDF Gestion
France
$6.3M
PC
767
Promethos Capital
Massachusetts
$6.28M
LDB
768
Lee, Danner & Bass
Tennessee
$6.25M
RDWM
769
Red Door Wealth Management
Tennessee
$6.24M
DJSG
770
D.J. St. Germain
Massachusetts
$6.21M
FCM
771
Fortis Capital Management
Washington
$6.21M
Parallax Volatility Advisers
772
Parallax Volatility Advisers
California
$6.2M
RWM
773
Revisor Wealth Management
Ohio
$6.17M
CTC
774
Central Trust Company
Missouri
$6.16M
FFA
775
Farther Finance Advisors
California
$6.14M