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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
CPC
1126
CFC Planning Company
Indiana
$2.49M
SCP
1127
Shorepoint Capital Partners
Massachusetts
$2.49M
SAM
1128
Shell Asset Management
Netherlands
$2.49M
IAN
1129
Integrated Advisors Network
Texas
$2.49M
FNFDCM
1130
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.48M
TNA
1131
True North Advisors
Texas
$2.48M
BCB
1132
Brian C. Broderick
$2.47M
GEA
1133
Glen Eagle Advisors
New Jersey
$2.47M
LAM
1134
LECAP Asset Management
United Kingdom
$2.47M
SWM
1135
Segment Wealth Management
Texas
$2.45M
AWM
1136
Axxcess Wealth Management
California
$2.44M
AFC
1137
AFT Forsyth & Company
Florida
$2.43M
SA
1138
Strategic Advisors
New York
$2.42M
CCIA
1139
Campbell & Co Investment Adviser
Maryland
$2.42M
FCM
1140
Fieldview Capital Management
Michigan
$2.41M
KWA
1141
Kingswood Wealth Advisors
California
$2.41M
UW
1142
Unique Wealth
Florida
$2.41M
AF
1143
Atala Financial
California
$2.4M
DGM
1144
Delta Global Management
New York
$2.4M
MTIC
1145
Missouri Trust & Investment Company
Missouri
$2.4M
V
1146
VeraBank
Texas
$2.39M
BL
1147
BFSG LLC
California
$2.38M
JFG
1148
Jefferies Financial Group
New York
$2.38M
SWM
1149
Sculati Wealth Management
Michigan
$2.37M
NFG
1150
Nations Financial Group
Iowa
$2.37M