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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
QPBE
1051
Quintet Private Bank (Europe)
Luxembourg
$2.97M
FCP
1052
Fidelis Capital Partners
Florida
$2.96M
KF
1053
Krilogy Financial
Missouri
$2.94M
NHT
1054
New Hampshire Trust
New Hampshire
$2.94M
HCM
1055
Hillman Capital Management
Maryland
$2.93M
KA
1056
Kovack Advisors
Florida
$2.93M
IBOK
1057
Independence Bank of Kentucky
Kentucky
$2.93M
RWM
1058
Rockline Wealth Management
New York
$2.93M
EGM
1059
Engineers Gate Manager
New York
$2.93M
MASUI
1060
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.92M
HIP
1061
Harrell Investment Partners
Texas
$2.92M
GIS
1062
Graphene Investments SAS
France
$2.92M
KAS
1063
KPP Advisory Services
Kentucky
$2.9M
YDMI
1064
Y.D. More Investments
Israel
$2.9M
WAP
1065
Wealthcare Advisory Partners
Pennsylvania
$2.89M
CW
1066
CreativeOne Wealth
Kansas
$2.89M
JGUA
1067
John G. Ullman & Associates
New York
$2.89M
GGI
1068
GPM Growth Investors
Michigan
$2.88M
RIG
1069
Renaissance Investment Group
Massachusetts
$2.87M
RMC
1070
Resources Management Corp
Connecticut
$2.86M
SAM
1071
Silphium Asset Management
United Kingdom
$2.85M
IIA
1072
IPG Investment Advisors
California
$2.84M
FRA
1073
Frank Rimerman Advisors
California
$2.84M
BHA
1074
Beech Hill Advisors
New York
$2.84M
ZF
1075
Zhang Financial
Michigan
$2.84M