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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
SCM
926
Sterling Capital Management
North Carolina
$4M
ACM
927
Aljian Capital Management
Nevada
$3.99M
GMFG
928
Greater Midwest Financial Group
Minnesota
$3.99M
RWA
929
Roberts Wealth Advisors
California
$3.97M
SCP
930
Sandhill Capital Partners
New York
$3.96M
PCM
931
Parsons Capital Management
Rhode Island
$3.96M
FHA
932
Flagship Harbor Advisors
Massachusetts
$3.95M
OHIS
933
Oak Harvest Investment Services
Texas
$3.94M
SAM
934
Secure Asset Management
Michigan
$3.91M
SC
935
SouthState Corp
Florida
$3.91M
JHCP
936
Jackson Hole Capital Partners
Oklahoma
$3.89M
HWAM
937
Hennion & Walsh Asset Management
New Jersey
$3.88M
EDRH
938
Edmond de Rothschild Holding
Switzerland
$3.86M
IRAG
939
Investment Research & Advisory Group
Georgia
$3.84M
GC
940
Garde Capital
Washington
$3.84M
AIM
941
Aigen Investment Management
New York
$3.84M
OL
942
Optas LLC
Texas
$3.83M
DAS
943
Diversify Advisory Services
Utah
$3.83M
AFA
944
Arlington Financial Advisors
California
$3.82M
AAM
945
Azzad Asset Management
Virginia
$3.8M
CCM
946
Condor Capital Management
New Jersey
$3.79M
AAP
947
Arax Advisory Partners
Colorado
$3.76M
JGCM
948
Joseph Group Capital Management
Ohio
$3.76M
SWP
949
Sagespring Wealth Partners
Tennessee
$3.75M
WAOTB
950
Wealth Advisors of Tampa Bay
Florida
$3.74M