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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
WI
776
Wahed Invest
New York
$6.04M
EWM
777
Evercore Wealth Management
New York
$6.02M
CCM
778
Cohen Capital Management
California
$6.01M
VT
779
Vise Technologies
New York
$6M
CYG
780
Clean Yield Group
Vermont
$5.97M
VSQM
781
V-Square Quantitative Management
Illinois
$5.97M
MWM
782
Meridian Wealth Management
Kentucky
$5.97M
QFA
783
Quattro Financial Advisors
Texas
$5.92M
PTB
784
Pioneer Trust Bank
Oregon
$5.92M
SWA
785
SFMG Wealth Advisors
Texas
$5.92M
VCM
786
Vision Capital Management
Oregon
$5.89M
CRB
787
Chad R. Baker
$5.87M
Envestnet Portfolio Solutions
788
Envestnet Portfolio Solutions
Illinois
$5.87M
ST
789
Spinnaker Trust
Maine
$5.85M
FNT
790
First National Trust
Pennsylvania
$5.83M
SFI
791
Siemens Fonds Invest
Germany
$5.83M
KRSITF
792
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.82M
FM
793
Family Management
New York
$5.82M
CF
794
Cantor Fitzgerald
New York
$5.82M
GCM
795
Graham Capital Management
Connecticut
$5.81M
CSP
796
Cary Street Partners
Virginia
$5.79M
SPC
797
Sigma Planning Corp
Michigan
$5.78M
JIC
798
Johnson Investment Counsel
Ohio
$5.78M
VST
799
Van Strum & Towne
California
$5.77M
WS
800
Wedbush Securities
California
$5.75M