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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
MWM
751
Marietta Wealth Management
Georgia
$6.6M
MWM
752
Modera Wealth Management
New Jersey
$6.57M
AF
753
Ally Financial
Michigan
$6.52M
KIA
754
Knollwood Investment Advisory
Maryland
$6.5M
RP
755
Regal Partners
Australia
$6.5M
GCM
756
Gibraltar Capital Management
Oklahoma
$6.46M
SC
757
SummitTX Capital
Texas
$6.45M
CWM
758
CMH Wealth Management
New Hampshire
$6.44M
CK
759
Cohen Klingenstein
New York
$6.4M
TCA
760
Trifecta Capital Advisors
Illinois
$6.4M
SPG
761
Strategic Planning Group
Utah
$6.38M
BG
762
BDF Gestion
France
$6.3M
PC
763
Promethos Capital
Massachusetts
$6.28M
LDB
764
Lee, Danner & Bass
Tennessee
$6.25M
RDWM
765
Red Door Wealth Management
Tennessee
$6.24M
DJSG
766
D.J. St. Germain
Massachusetts
$6.21M
FCM
767
Fortis Capital Management
Washington
$6.21M
Parallax Volatility Advisers
768
Parallax Volatility Advisers
California
$6.2M
RWM
769
Revisor Wealth Management
Ohio
$6.17M
CTC
770
Central Trust Company
Missouri
$6.16M
FFA
771
Farther Finance Advisors
California
$6.14M
MSA
772
MUFG Securities Americas
New York
$6.11M
OAM
773
Occidental Asset Management
California
$6.09M
SF
774
Summit Financial
New Jersey
$6.06M
EPIM
775
Evelyn Partners Investment Management
$6.05M