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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
HIM
826
Hillsdale Investment Management
Ontario, Canada
$5.34M
JWCA
827
J.W. Cole Advisors
Florida
$5.34M
VVP
828
Venture Visionary Partners
Ohio
$5.34M
SC
829
Sawyer & Company
Massachusetts
$5.29M
SWM
830
Selective Wealth Management
Virginia
$5.28M
CA
831
Continuum Advisory
Idaho
$5.27M
MM
832
Meridian Management
Arkansas
$5.25M
S
833
SignatureFD
Georgia
$5.19M
CI
834
Ceera Investments
Texas
$5.17M
NP
835
NorthRock Partners
Minnesota
$5.15M
YIA
836
YHB Investment Advisors
Connecticut
$5.15M
GM
837
GeoWealth Management
Illinois
$5.1M
DWT
838
Dorsey & Whitney Trust
South Dakota
$5.09M
AA
839
ALPS Advisors
Colorado
$5.08M
LTAS
840
Linden Thomas Advisory Services
North Carolina
$5.08M
B
841
Bailard
California
$5.07M
CCB
842
Country Club Bank
Missouri
$5.06M
RCM
843
RB Capital Management
Nevada
$5.05M
WB
844
Webster Bank
Connecticut
$5.05M
KFS
845
Kurt F. Somerville
$5.04M
MWA
846
Meridian Wealth Advisors
Texas
$5.01M
GAAM
847
Guinness Atkinson Asset Management
California
$4.99M
HCA
848
Harbor Capital Advisors
Illinois
$4.98M
GSEP
849
Golden State Equity Partners
California
$4.98M
PT
850
Plimoth Trust
Massachusetts
$4.97M