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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
TCCM
901
Timber Creek Capital Management
Massachusetts
$4.25M
BHB
902
Bank Hapoalim BM
Israel
$4.25M
LA
903
LM Advisors
California
$4.24M
FTWA
904
Fifth Third Wealth Advisors
Ohio
$4.21M
MIC
905
Means Investment Company
Maine
$4.2M
TE
906
Tema ETFs
New York
$4.2M
AFG
907
Atomi Financial Group
New York
$4.18M
SF
908
Symphony Financial
Texas
$4.15M
FMI
909
F/M Investments
District of Columbia
$4.15M
SS
910
SBI Securities
Japan
$4.14M
RWM
911
RBA Wealth Management
California
$4.14M
HIC
912
Hartline Investment Corp
Illinois
$4.14M
MWM
913
Mission Wealth Management
California
$4.13M
FGP
914
Foyston, Gordon, & Payne
Ontario, Canada
$4.13M
ZCI
915
Zevenbergen Capital Investments
Washington
$4.12M
CIC
916
Concord Investment Counsel
California
$4.12M
GWM
917
Geneos Wealth Management
Colorado
$4.11M
GIA
918
Gladstone Institutional Advisory
Florida
$4.1M
HBT
919
Hills Bank & Trust
Iowa
$4.09M
VA
920
VestGen Advisors
Illinois
$4.09M
HW
921
Hancock Whitney
Mississippi
$4.08M
LW
922
Linscomb Wealth
Texas
$4.07M
LP
923
LMR Partners
United Kingdom
$4.04M
PAM
924
Pegasus Asset Management
New York
$4.03M
CT
925
Caldwell Trust
Florida
$4.03M