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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
SMH
876
Sanders Morris Harris
Texas
$4.64M
DRS
877
Deane Retirement Strategies
Louisiana
$4.63M
DT
878
Diversified Trust
Tennessee
$4.63M
DAS
879
Dynamic Advisor Solutions
Arizona
$4.62M
ISB
880
Iowa State Bank
Iowa
$4.61M
EIM
881
Essex Investment Management
Massachusetts
$4.6M
CIG
882
Consolidated Investment Group
Colorado
$4.58M
CAL
883
Capital Analysts LLC
Pennsylvania
$4.55M
ZBNA
884
Zions Bancorporation, National Association
Utah
$4.53M
RCM
885
RNC Capital Management
California
$4.52M
WPP
886
Whalerock Point Partners
Rhode Island
$4.52M
SAM
887
Smithbridge Asset Management
Pennsylvania
$4.51M
OAM
888
Ostrum Asset Management
France
$4.51M
QOP
889
Quinn Opportunity Partners
Virginia
$4.5M
FFP
890
FourThought Financial Partners
Florida
$4.5M
AG
891
AlTi Global
New York
$4.46M
VI
892
Vestcor Inc
New Brunswick, Canada
$4.43M
JF
893
Jericho Financial
Ohio
$4.42M
HCM
894
Hudson Capital Management
New Jersey
$4.41M
CCMG
895
Clark Capital Management Group
Pennsylvania
$4.36M
WTC
896
WhitTier Trust Company
Nevada
$4.35M
NGA
897
Naples Global Advisors
Florida
$4.33M
AC
898
Asio Capital
Kentucky
$4.32M
VIA
899
Vickerman Investment Advisors
Washington
$4.32M
SCP
900
Stamos Capital Partners
California
$4.32M