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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
MMA
1076
Miracle Mile Advisors
California
$2.84M
CNBT
1077
Canandaigua National Bank & Trust
New York
$2.84M
PAS
1078
Parsonex Advisory Services
Colorado
$2.84M
DCM
1079
Davidson Capital Management
Texas
$2.84M
Lord, Abbett & Co
1080
Lord, Abbett & Co
New Jersey
$2.83M
CC
1081
Courier Capital
New York
$2.83M
BIG
1082
Brooklyn Investment Group
New York
$2.83M
KLWA
1083
Kelly Lawrence W & Associates
California
$2.82M
ACS
1084
Archford Capital Strategies
Illinois
$2.82M
LJHT
1085
Laurie J. Hall Trustee
$2.81M
IA
1086
Icon Advisers
Colorado
$2.81M
KOCAA
1087
Knights of Columbus Asset Advisors
Connecticut
$2.81M
AP
1088
Advisors Preferred
Maryland
$2.8M
IAS
1089
Insigneo Advisory Services
Florida
$2.8M
UBG
1090
United Bank (Georgia)
Georgia
$2.75M
GI
1091
GS Investments
Minnesota
$2.75M
VAS
1092
Valicenti Advisory Services
New York
$2.74M
HCM
1093
Howard Capital Management
Georgia
$2.74M
HCA
1094
Harbour Capital Advisors
Virginia
$2.72M
VAS
1095
Vestmark Advisory Solutions
Massachusetts
$2.72M
WG
1096
Winton Group
United Kingdom
$2.7M
NSB
1097
Norway Savings Bank
Maine
$2.7M
B
1098
Bensler
Washington
$2.68M
OFS
1099
OMC Financial Services
New York
$2.66M
RA
1100
RFG Advisory
Alabama
$2.66M