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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
DAS
876
Dynamic Advisor Solutions
Arizona
$4.62M
ISB
877
Iowa State Bank
Iowa
$4.61M
EIM
878
Essex Investment Management
Massachusetts
$4.6M
CIG
879
Consolidated Investment Group
Colorado
$4.58M
CAL
880
Capital Analysts LLC
Pennsylvania
$4.55M
ZBNA
881
Zions Bancorporation, National Association
Utah
$4.53M
RCM
882
RNC Capital Management
California
$4.52M
WPP
883
Whalerock Point Partners
Rhode Island
$4.52M
SAM
884
Smithbridge Asset Management
Pennsylvania
$4.51M
OAM
885
Ostrum Asset Management
France
$4.51M
QOP
886
Quinn Opportunity Partners
Virginia
$4.5M
FFP
887
FourThought Financial Partners
Florida
$4.5M
AG
888
AlTi Global
New York
$4.46M
VI
889
Vestcor Inc
New Brunswick, Canada
$4.43M
JF
890
Jericho Financial
Ohio
$4.42M
HCM
891
Hudson Capital Management
New Jersey
$4.41M
CCMG
892
Clark Capital Management Group
Pennsylvania
$4.36M
WTC
893
WhitTier Trust Company
Nevada
$4.35M
NGA
894
Naples Global Advisors
Florida
$4.33M
AC
895
Asio Capital
Kentucky
$4.32M
VIA
896
Vickerman Investment Advisors
Washington
$4.32M
SCP
897
Stamos Capital Partners
California
$4.32M
BHCM
898
Brevan Howard Capital Management
Jersey
$4.31M
CF
899
Centaurus Financial
California
$4.3M
PP
900
Paloma Partners
Connecticut
$4.25M