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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
SCM
1126
SCS Capital Management
Massachusetts
$2.51M
CPC
1127
Congress Park Capital
New York
$2.5M
RCA
1128
Resonant Capital Advisors
Wisconsin
$2.5M
TFS
1129
Thoroughbred Financial Services
Tennessee
$2.5M
CAMV
1130
Concord Asset Management (Virginia)
Virginia
$2.5M
CIA
1131
Capital Investment Advisors
Georgia
$2.5M
CPC
1132
CFC Planning Company
Indiana
$2.49M
SCP
1133
Shorepoint Capital Partners
Massachusetts
$2.49M
SAM
1134
Shell Asset Management
Netherlands
$2.49M
IAN
1135
Integrated Advisors Network
Texas
$2.49M
FNFDCM
1136
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.48M
TNA
1137
True North Advisors
Texas
$2.48M
BCB
1138
Brian C. Broderick
$2.47M
GEA
1139
Glen Eagle Advisors
New Jersey
$2.47M
LAM
1140
LECAP Asset Management
United Kingdom
$2.47M
SWM
1141
Segment Wealth Management
Texas
$2.45M
AWM
1142
Axxcess Wealth Management
California
$2.44M
AFC
1143
AFT Forsyth & Company
Florida
$2.43M
SA
1144
Strategic Advisors
New York
$2.42M
CCIA
1145
Campbell & Co Investment Adviser
Maryland
$2.42M
FCM
1146
Fieldview Capital Management
Michigan
$2.41M
KWA
1147
Kingswood Wealth Advisors
California
$2.41M
UW
1148
Unique Wealth
Florida
$2.41M
AF
1149
Atala Financial
California
$2.4M
DGM
1150
Delta Global Management
New York
$2.4M