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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
MPPLM
1001
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.24M
TCM
1002
Twin Capital Management
Pennsylvania
$3.24M
MW
1003
Maia Wealth
Colorado
$3.23M
PGFC
1004
Peapack-Gladstone Financial Corp
New Jersey
$3.23M
CCWM
1005
Correct Capital Wealth Management
Missouri
$3.21M
SSWM
1006
Smith Salley Wealth Management
North Carolina
$3.21M
AI
1007
AXS Investments
New York
$3.2M
GWMIA
1008
Global Wealth Management Investment Advisory
Florida
$3.2M
VT
1009
Volterra Technologies
New York
$3.2M
ACM
1010
Alta Capital Management
Utah
$3.2M
WR
1011
WD Rutherford
Oregon
$3.19M
MA
1012
Mutual Advisors
Nebraska
$3.18M
SAM
1013
Stansberry Asset Management
Texas
$3.17M
HWM
1014
Hohimer Wealth Management
Washington
$3.17M
IWM
1015
IHT Wealth Management
Illinois
$3.16M
FAB
1016
First American Bank
Illinois
$3.15M
ECM
1017
Everence Capital Management
Indiana
$3.15M
KCM
1018
Kornitzer Capital Management
Kansas
$3.14M
MWM
1019
Marion Wealth Management
Pennsylvania
$3.11M
PCIG
1020
Partners Capital Investment Group
Massachusetts
$3.1M
HAS
1021
HBW Advisory Services
California
$3.1M
RT
1022
Rockland Trust
Massachusetts
$3.1M
OIA
1023
OneDigital Investment Advisors
Kansas
$3.09M
BRWA
1024
B. Riley Wealth Advisors
Florida
$3.08M
MCCP
1025
Mission Creek Capital Partners
California
$3.07M