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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
PCIG
1026
Partners Capital Investment Group
Massachusetts
$3.1M
HAS
1027
HBW Advisory Services
California
$3.1M
RT
1028
Rockland Trust
Massachusetts
$3.1M
OIA
1029
OneDigital Investment Advisors
Kansas
$3.09M
BRWA
1030
B. Riley Wealth Advisors
Florida
$3.08M
MCCP
1031
Mission Creek Capital Partners
California
$3.07M
BDWCC
1032
B&D White Capital Company
Texas
$3.07M
CIA
1033
Cohen Investment Advisors
New Hampshire
$3.07M
CA
1034
CGN Advisors
Kansas
$3.06M
FFWA
1035
FRG Family Wealth Advisors
Washington
$3.06M
GMA
1036
Glassy Mountain Advisors
Maryland
$3.06M
WAS
1037
Winch Advisory Services
Wisconsin
$3.06M
HS
1038
HighVista Strategies
Massachusetts
$3.05M
VCM
1039
Verde Capital Management
Michigan
$3.04M
FHC
1040
First Horizon Corporation
Tennessee
$3.03M
EWM
1041
EPG Wealth Management
Georgia
$3.03M
FWM
1042
Finer Wealth Management
Massachusetts
$3.01M
HH
1043
Hilltop Holdings
Texas
$3M
RFL
1044
RD Finance Ltd
Cyprus
$3M
EWA
1045
Evolution Wealth Advisors
Florida
$2.99M
AG
1046
Advocate Group
Minnesota
$2.98M
TPA
1047
Trivium Point Advisory
Connecticut
$2.98M
MC
1048
Mathes Company
New York
$2.98M
CA
1049
Cache Advisors
California
$2.97M
PI
1050
PFG Investments
New York
$2.97M