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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
BDWCC
1026
B&D White Capital Company
Texas
$3.07M
CIA
1027
Cohen Investment Advisors
New Hampshire
$3.07M
CA
1028
CGN Advisors
Kansas
$3.06M
FFWA
1029
FRG Family Wealth Advisors
Washington
$3.06M
GMA
1030
Glassy Mountain Advisors
Maryland
$3.06M
WAS
1031
Winch Advisory Services
Wisconsin
$3.06M
HS
1032
HighVista Strategies
Massachusetts
$3.05M
VCM
1033
Verde Capital Management
Michigan
$3.04M
FHC
1034
First Horizon Corporation
Tennessee
$3.03M
EWM
1035
EPG Wealth Management
Georgia
$3.03M
FWM
1036
Finer Wealth Management
Massachusetts
$3.01M
HH
1037
Hilltop Holdings
Texas
$3M
RFL
1038
RD Finance Ltd
Cyprus
$3M
EWA
1039
Evolution Wealth Advisors
Florida
$2.99M
AG
1040
Advocate Group
Minnesota
$2.98M
TPA
1041
Trivium Point Advisory
Connecticut
$2.98M
MC
1042
Mathes Company
New York
$2.98M
CA
1043
Cache Advisors
California
$2.97M
PI
1044
PFG Investments
New York
$2.97M
QPBE
1045
Quintet Private Bank (Europe)
Luxembourg
$2.97M
FCP
1046
Fidelis Capital Partners
Florida
$2.96M
KF
1047
Krilogy Financial
Missouri
$2.94M
NHT
1048
New Hampshire Trust
New Hampshire
$2.94M
HCM
1049
Hillman Capital Management
Maryland
$2.93M
KA
1050
Kovack Advisors
Florida
$2.93M