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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
AWM
951
Avior Wealth Management
Nebraska
$3.74M
AF
952
Arrow Financial
New York
$3.72M
MAS
953
Meeder Advisory Services
Ohio
$3.71M
SAI
954
Systematic Alpha Investments
New Jersey
$3.7M
CIG
955
Cullen Investment Group
Louisiana
$3.7M
WPC
956
Wedmont Private Capital
Pennsylvania
$3.69M
FFA
957
Fragasso Financial Advisors
Pennsylvania
$3.69M
DLCIG
958
D.L. Carlson Investment Group
New Hampshire
$3.68M
GIC
959
Generali Investments CEE
Czech Republic
$3.68M
CFO
960
Callan Family Office
Pennsylvania
$3.66M
ES
961
Eagle Strategies
New York
$3.63M
FIB
962
First Interstate Bank
Montana
$3.63M
BDL
963
Bey-Douglas LLC
Georgia
$3.61M
CCA
964
Checchi Capital Advisers
California
$3.59M
SC
965
Sepio Capital
Utah
$3.58M
ITC
966
Inspire Trust Company
Nevada
$3.58M
ITFISA
967
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.57M
TCOT
968
Trust Company of Toledo
Ohio
$3.56M
MCB
969
Morton Community Bank
Illinois
$3.56M
FAM
970
Fred Alger Management
New York
$3.55M
CWI
971
Conscious Wealth Investments
Florida
$3.54M
WBC
972
Westpac Banking Corp
Australia
$3.54M
MIC
973
Mubadala Investment Company
United Arab Emirates
$3.54M
CWP
974
Cyndeo Wealth Partners
Florida
$3.53M
NIM
975
Nicollet Investment Management
Minnesota
$3.52M