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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
IBOK
1051
Independence Bank of Kentucky
Kentucky
$2.93M
RWM
1052
Rockline Wealth Management
New York
$2.93M
EGM
1053
Engineers Gate Manager
New York
$2.93M
MASUI
1054
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.92M
HIP
1055
Harrell Investment Partners
Texas
$2.92M
GIS
1056
Graphene Investments SAS
France
$2.92M
KAS
1057
KPP Advisory Services
Kentucky
$2.9M
YDMI
1058
Y.D. More Investments
Israel
$2.9M
WAP
1059
Wealthcare Advisory Partners
Pennsylvania
$2.89M
CW
1060
CreativeOne Wealth
Kansas
$2.89M
JGUA
1061
John G. Ullman & Associates
New York
$2.89M
GGI
1062
GPM Growth Investors
Michigan
$2.88M
RIG
1063
Renaissance Investment Group
Massachusetts
$2.87M
RMC
1064
Resources Management Corp
Connecticut
$2.86M
SAM
1065
Silphium Asset Management
United Kingdom
$2.85M
IIA
1066
IPG Investment Advisors
California
$2.84M
FRA
1067
Frank Rimerman Advisors
California
$2.84M
BHA
1068
Beech Hill Advisors
New York
$2.84M
ZF
1069
Zhang Financial
Michigan
$2.84M
MMA
1070
Miracle Mile Advisors
California
$2.84M
CNBT
1071
Canandaigua National Bank & Trust
New York
$2.84M
DCM
1072
Davidson Capital Management
Texas
$2.84M
Lord, Abbett & Co
1073
Lord, Abbett & Co
New Jersey
$2.83M
CC
1074
Courier Capital
New York
$2.83M
BIG
1075
Brooklyn Investment Group
New York
$2.83M