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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
WBC
976
Westpac Banking Corp
Australia
$3.54M
MIC
977
Mubadala Investment Company
United Arab Emirates
$3.54M
CWP
978
Cyndeo Wealth Partners
Florida
$3.53M
NIM
979
Nicollet Investment Management
Minnesota
$3.52M
LWANC
980
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.49M
CA
981
CSM Advisors
Pennsylvania
$3.48M
LNB
982
Ledyard National Bank
$3.48M
BFW
983
Brady Family Wealth
Missouri
$3.44M
CA
984
Cullinan Associates
Kentucky
$3.44M
CM
985
Corvex Management
New York
$3.44M
WIC
986
Woodmont Investment Counsel
Tennessee
$3.44M
WP
987
WealthShield Partners
North Carolina
$3.41M
NB
988
NBT Bank
New York
$3.4M
HZ
989
Hixon Zuercher
Ohio
$3.4M
WMA
990
West Michigan Advisors
Michigan
$3.39M
HT
991
HAP Trading
New York
$3.39M
MA
992
Modus Advisors
Minnesota
$3.38M
MJP
993
Michael J. Puzo
$3.38M
HFM
994
Harvest Fund Management
China
$3.37M
GI
995
GAMMA Investing
California
$3.36M
RWM
996
Ritholtz Wealth Management
New York
$3.36M
CCM
997
Collar Capital Management
Wisconsin
$3.36M
CAM
998
Cozad Asset Management
Illinois
$3.33M
PIMJS
999
PKO Investment Management Joint-Stock
Poland
$3.32M
GJWM
1000
Gilliland Jeter Wealth Management
Arkansas
$3.32M