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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
MSA
776
MUFG Securities Americas
New York
$6.11M
OAM
777
Occidental Asset Management
California
$6.09M
SF
778
Summit Financial
New Jersey
$6.06M
EPIM
779
Evelyn Partners Investment Management
$6.05M
WI
780
Wahed Invest
New York
$6.04M
EWM
781
Evercore Wealth Management
New York
$6.02M
CCM
782
Cohen Capital Management
California
$6.01M
VT
783
Vise Technologies
New York
$6M
CYG
784
Clean Yield Group
Vermont
$5.97M
VSQM
785
V-Square Quantitative Management
Illinois
$5.97M
MWM
786
Meridian Wealth Management
Kentucky
$5.97M
QFA
787
Quattro Financial Advisors
Texas
$5.92M
PTB
788
Pioneer Trust Bank
Oregon
$5.92M
SWA
789
SFMG Wealth Advisors
Texas
$5.92M
VCM
790
Vision Capital Management
Oregon
$5.89M
CRB
791
Chad R. Baker
$5.87M
Envestnet Portfolio Solutions
792
Envestnet Portfolio Solutions
Illinois
$5.87M
ST
793
Spinnaker Trust
Maine
$5.85M
FNT
794
First National Trust
Pennsylvania
$5.83M
SFI
795
Siemens Fonds Invest
Germany
$5.83M
KRSITF
796
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.82M
FM
797
Family Management
New York
$5.82M
CF
798
Cantor Fitzgerald
New York
$5.82M
GCM
799
Graham Capital Management
Connecticut
$5.81M
CSP
800
Cary Street Partners
Virginia
$5.79M