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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
TAM
1101
Trust Asset Management
Texas
$2.61M
BWM
1102
BigSur Wealth Management
Florida
$2.61M
ALAM
1103
Asahi Life Asset Management
Japan
$2.61M
MLCM
1104
M & L Capital Management
United Kingdom
$2.61M
RC
1105
RV Capital
Switzerland
$2.6M
S
1106
Sachetta
Massachusetts
$2.6M
QIM
1107
Quantitative Investment Management
Virginia
$2.6M
Connor, Clark & Lunn Investment Management (CC&L)
1108
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.59M
QI
1109
Qtron Investments
Massachusetts
$2.58M
EP
1110
Edgestream Partners
New Jersey
$2.58M
HIIFS
1111
Harel Insurance Investments & Financial Services
Israel
$2.58M
EWM
1112
Empirical Wealth Management
Washington
$2.58M
SI
1113
Scharf Investments
California
$2.57M
FB
1114
Fulton Bank
Pennsylvania
$2.55M
VNA
1115
Valley National Advisers
Pennsylvania
$2.55M
AMCA
1116
Arthur M. Cohen & Associates
Illinois
$2.54M
CWP
1117
Concord Wealth Partners
Virginia
$2.54M
MG
1118
Mather Group
Illinois
$2.52M
CAMG
1119
CWA Asset Management Group
Florida
$2.52M
SCM
1120
SCS Capital Management
Massachusetts
$2.51M
CPC
1121
Congress Park Capital
New York
$2.5M
RCA
1122
Resonant Capital Advisors
Wisconsin
$2.5M
TFS
1123
Thoroughbred Financial Services
Tennessee
$2.5M
CAMV
1124
Concord Asset Management (Virginia)
Virginia
$2.5M
CIA
1125
Capital Investment Advisors
Georgia
$2.5M