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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
SPC
801
Sigma Planning Corp
Michigan
$5.78M
JIC
802
Johnson Investment Counsel
Ohio
$5.78M
VST
803
Van Strum & Towne
California
$5.77M
WS
804
Wedbush Securities
California
$5.75M
KHLMTHM
805
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.73M
TC
806
Triavera Capital
California
$5.71M
N
807
Numerai
California
$5.69M
SAM
808
SP Asset Management
California
$5.68M
PWS
809
Peloton Wealth Strategists
Indiana
$5.66M
M
810
Mirova
France
$5.64M
BBHC
811
Brown Brothers Harriman & Co
New York
$5.64M
MHIP
812
Mountain Hill Investment Partners
New Jersey
$5.63M
MOS
813
MGO One Seven
Ohio
$5.62M
BWP
814
Burling Wealth Partners
Illinois
$5.62M
ET
815
Entropy Technologies
New York
$5.59M
PSC
816
Prentiss Smith & Co
Vermont
$5.58M
Wolverine Trading
817
Wolverine Trading
Illinois
$5.55M
IWC
818
Integrated Wealth Concepts
Massachusetts
$5.54M
AG
819
Ascent Group
Virginia
$5.54M
ECM
820
ExodusPoint Capital Management
New York
$5.53M
GIC
821
GFI Investment Counsel
Ontario, Canada
$5.53M
QPWM
822
Quadrant Private Wealth Management
Pennsylvania
$5.49M
Twin Tree Management
823
Twin Tree Management
Texas
$5.45M
QCG
824
Quadrant Capital Group
Ohio
$5.44M
BP
825
Ballentine Partners
Massachusetts
$5.43M