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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
LP
926
LMR Partners
United Kingdom
$4.04M
PAM
927
Pegasus Asset Management
New York
$4.03M
CT
928
Caldwell Trust
Florida
$4.03M
SCM
929
Sterling Capital Management
North Carolina
$4M
ACM
930
Aljian Capital Management
Nevada
$3.99M
GMFG
931
Greater Midwest Financial Group
Minnesota
$3.99M
RWA
932
Roberts Wealth Advisors
California
$3.97M
SCP
933
Sandhill Capital Partners
New York
$3.96M
PCM
934
Parsons Capital Management
Rhode Island
$3.96M
FHA
935
Flagship Harbor Advisors
Massachusetts
$3.95M
OHIS
936
Oak Harvest Investment Services
Texas
$3.94M
SAM
937
Secure Asset Management
Michigan
$3.91M
SC
938
SouthState Corp
Florida
$3.91M
JHCP
939
Jackson Hole Capital Partners
Oklahoma
$3.89M
HWAM
940
Hennion & Walsh Asset Management
New Jersey
$3.88M
EDRH
941
Edmond de Rothschild Holding
Switzerland
$3.86M
IRAG
942
Investment Research & Advisory Group
Georgia
$3.84M
GC
943
Garde Capital
Washington
$3.84M
AIM
944
Aigen Investment Management
New York
$3.84M
OL
945
Optas LLC
Texas
$3.83M
DAS
946
Diversify Advisory Services
Utah
$3.83M
AFA
947
Arlington Financial Advisors
California
$3.82M
AAM
948
Azzad Asset Management
Virginia
$3.8M
CCM
949
Condor Capital Management
New Jersey
$3.79M
AAP
950
Arax Advisory Partners
Colorado
$3.76M