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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
BHCM
901
Brevan Howard Capital Management
Jersey
$4.31M
CF
902
Centaurus Financial
California
$4.3M
PP
903
Paloma Partners
Connecticut
$4.25M
TCCM
904
Timber Creek Capital Management
Massachusetts
$4.25M
BHB
905
Bank Hapoalim BM
Israel
$4.25M
LA
906
LM Advisors
California
$4.24M
FTWA
907
Fifth Third Wealth Advisors
Ohio
$4.21M
MIC
908
Means Investment Company
Maine
$4.2M
TE
909
Tema ETFs
New York
$4.2M
AFG
910
Atomi Financial Group
New York
$4.18M
SF
911
Symphony Financial
Texas
$4.15M
FMI
912
F/M Investments
District of Columbia
$4.15M
SS
913
SBI Securities
Japan
$4.14M
RWM
914
RBA Wealth Management
California
$4.14M
HIC
915
Hartline Investment Corp
Illinois
$4.14M
MWM
916
Mission Wealth Management
California
$4.13M
FGP
917
Foyston, Gordon, & Payne
Ontario, Canada
$4.13M
ZCI
918
Zevenbergen Capital Investments
Washington
$4.12M
CIC
919
Concord Investment Counsel
California
$4.12M
GWM
920
Geneos Wealth Management
Colorado
$4.11M
GIA
921
Gladstone Institutional Advisory
Florida
$4.1M
HBT
922
Hills Bank & Trust
Iowa
$4.09M
VA
923
VestGen Advisors
Illinois
$4.09M
HW
924
Hancock Whitney
Mississippi
$4.08M
LW
925
Linscomb Wealth
Texas
$4.07M