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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
WTFG
1001
Wells Trecaso Financial Group
Ohio
$3.31M
TW
1002
TritonPoint Wealth
Maryland
$3.31M
FPAS
1003
Focus Partners Advisor Solutions
Missouri
$3.3M
BHWM
1004
Bar Harbor Wealth Management
New Hampshire
$3.26M
MPPLM
1005
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.24M
TCM
1006
Twin Capital Management
Pennsylvania
$3.24M
MW
1007
Maia Wealth
Colorado
$3.23M
PGFC
1008
Peapack-Gladstone Financial Corp
New Jersey
$3.23M
CCWM
1009
Correct Capital Wealth Management
Missouri
$3.21M
SSWM
1010
Smith Salley Wealth Management
North Carolina
$3.21M
AI
1011
AXS Investments
New York
$3.2M
GWMIA
1012
Global Wealth Management Investment Advisory
Florida
$3.2M
VT
1013
Volterra Technologies
New York
$3.2M
ACM
1014
Alta Capital Management
Utah
$3.2M
WR
1015
WD Rutherford
Oregon
$3.19M
MA
1016
Mutual Advisors
Nebraska
$3.18M
SAM
1017
Stansberry Asset Management
Texas
$3.17M
AA
1018
Altrafin AG
$3.17M
HWM
1019
Hohimer Wealth Management
Washington
$3.17M
IWM
1020
IHT Wealth Management
Illinois
$3.16M
FAB
1021
First American Bank
Illinois
$3.15M
ECM
1022
Everence Capital Management
Indiana
$3.15M
KCM
1023
Kornitzer Capital Management
Kansas
$3.14M
MCM
1024
MV Capital Management
Maryland
$3.13M
MWM
1025
Marion Wealth Management
Pennsylvania
$3.11M