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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
LWANC
976
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.49M
CA
977
CSM Advisors
Pennsylvania
$3.48M
LNB
978
Ledyard National Bank
$3.48M
BFW
979
Brady Family Wealth
Missouri
$3.44M
CA
980
Cullinan Associates
Kentucky
$3.44M
CM
981
Corvex Management
New York
$3.44M
WIC
982
Woodmont Investment Counsel
Tennessee
$3.44M
WP
983
WealthShield Partners
North Carolina
$3.41M
NB
984
NBT Bank
New York
$3.4M
HZ
985
Hixon Zuercher
Ohio
$3.4M
WMA
986
West Michigan Advisors
Michigan
$3.39M
HT
987
HAP Trading
New York
$3.39M
MA
988
Modus Advisors
Minnesota
$3.38M
MJP
989
Michael J. Puzo
$3.38M
HFM
990
Harvest Fund Management
China
$3.37M
GI
991
GAMMA Investing
California
$3.36M
RWM
992
Ritholtz Wealth Management
New York
$3.36M
CCM
993
Collar Capital Management
Wisconsin
$3.36M
CAM
994
Cozad Asset Management
Illinois
$3.33M
PIMJS
995
PKO Investment Management Joint-Stock
Poland
$3.32M
GJWM
996
Gilliland Jeter Wealth Management
Arkansas
$3.32M
WTFG
997
Wells Trecaso Financial Group
Ohio
$3.31M
TW
998
TritonPoint Wealth
Maryland
$3.31M
FPAS
999
Focus Partners Advisor Solutions
Missouri
$3.3M
BHWM
1000
Bar Harbor Wealth Management
New Hampshire
$3.26M