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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
IA
826
IFP Advisors
Florida
$5.43M
EIA
827
Eastover Investment Advisors
North Carolina
$5.41M
IB
828
Iyo Bank
Japan
$5.38M
BIAS
829
Beacon Investment Advisory Services
New Jersey
$5.35M
HIM
830
Hillsdale Investment Management
Ontario, Canada
$5.34M
JWCA
831
J.W. Cole Advisors
Florida
$5.34M
VVP
832
Venture Visionary Partners
Ohio
$5.34M
SC
833
Sawyer & Company
Massachusetts
$5.29M
SWM
834
Selective Wealth Management
Virginia
$5.28M
CA
835
Continuum Advisory
Idaho
$5.27M
MM
836
Meridian Management
Arkansas
$5.25M
S
837
SignatureFD
Georgia
$5.19M
CI
838
Ceera Investments
Texas
$5.17M
NP
839
NorthRock Partners
Minnesota
$5.15M
YIA
840
YHB Investment Advisors
Connecticut
$5.15M
GM
841
GeoWealth Management
Illinois
$5.1M
DWT
842
Dorsey & Whitney Trust
South Dakota
$5.09M
AA
843
ALPS Advisors
Colorado
$5.08M
LTAS
844
Linden Thomas Advisory Services
North Carolina
$5.08M
B
845
Bailard
California
$5.07M
CCB
846
Country Club Bank
Missouri
$5.06M
RCM
847
RB Capital Management
Nevada
$5.05M
WB
848
Webster Bank
Connecticut
$5.05M
KFS
849
Kurt F. Somerville
$5.04M
MWA
850
Meridian Wealth Advisors
Texas
$5.01M