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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
JGCM
951
Joseph Group Capital Management
Ohio
$3.76M
SWP
952
Sagespring Wealth Partners
Tennessee
$3.75M
WAOTB
953
Wealth Advisors of Tampa Bay
Florida
$3.74M
AWM
954
Avior Wealth Management
Nebraska
$3.74M
AF
955
Arrow Financial
New York
$3.72M
MAS
956
Meeder Advisory Services
Ohio
$3.71M
SAI
957
Systematic Alpha Investments
New Jersey
$3.7M
CIG
958
Cullen Investment Group
Louisiana
$3.7M
WPC
959
Wedmont Private Capital
Pennsylvania
$3.69M
FFA
960
Fragasso Financial Advisors
Pennsylvania
$3.69M
DLCIG
961
D.L. Carlson Investment Group
New Hampshire
$3.68M
GIC
962
Generali Investments CEE
Czech Republic
$3.68M
CFO
963
Callan Family Office
Pennsylvania
$3.66M
ES
964
Eagle Strategies
New York
$3.63M
FIB
965
First Interstate Bank
Montana
$3.63M
BDL
966
Bey-Douglas LLC
Georgia
$3.61M
CCA
967
Checchi Capital Advisers
California
$3.59M
SC
968
Sepio Capital
Utah
$3.58M
ITC
969
Inspire Trust Company
Nevada
$3.58M
ITFISA
970
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.57M
TCOT
971
Trust Company of Toledo
Ohio
$3.56M
SC
972
Savant Capital
Illinois
$3.56M
MCB
973
Morton Community Bank
Illinois
$3.56M
FAM
974
Fred Alger Management
New York
$3.55M
CWI
975
Conscious Wealth Investments
Florida
$3.54M