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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
USCWA
1101
U.S. Capital Wealth Advisors
Texas
$2.65M
1WA
1102
180 Wealth Advisors
Washington
$2.65M
AC
1103
Avestar Capital
New York
$2.64M
MNBTD
1104
Moody National Bank Trust Division
Texas
$2.64M
BWG
1105
Boomfish Wealth Group
Georgia
$2.64M
RC
1106
Roundview Capital
New Jersey
$2.63M
TAM
1107
Trust Asset Management
Texas
$2.61M
BWM
1108
BigSur Wealth Management
Florida
$2.61M
ALAM
1109
Asahi Life Asset Management
Japan
$2.61M
MLCM
1110
M & L Capital Management
United Kingdom
$2.61M
RC
1111
RV Capital
Switzerland
$2.6M
S
1112
Sachetta
Massachusetts
$2.6M
QIM
1113
Quantitative Investment Management
Virginia
$2.6M
Connor, Clark & Lunn Investment Management (CC&L)
1114
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.59M
QI
1115
Qtron Investments
Massachusetts
$2.58M
EP
1116
Edgestream Partners
New Jersey
$2.58M
HIIFS
1117
Harel Insurance Investments & Financial Services
Israel
$2.58M
EWM
1118
Empirical Wealth Management
Washington
$2.58M
SI
1119
Scharf Investments
California
$2.57M
FB
1120
Fulton Bank
Pennsylvania
$2.55M
VNA
1121
Valley National Advisers
Pennsylvania
$2.55M
AMCA
1122
Arthur M. Cohen & Associates
Illinois
$2.54M
CWP
1123
Concord Wealth Partners
Virginia
$2.54M
MG
1124
Mather Group
Illinois
$2.52M
CAMG
1125
CWA Asset Management Group
Florida
$2.52M