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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
MTIC
1151
Missouri Trust & Investment Company
Missouri
$2.4M
V
1152
VeraBank
Texas
$2.39M
BL
1153
BFSG LLC
California
$2.38M
JFG
1154
Jefferies Financial Group
New York
$2.38M
SWM
1155
Sculati Wealth Management
Michigan
$2.37M
NFG
1156
Nations Financial Group
Iowa
$2.37M
LFA
1157
Legacy Financial Advisors
Kentucky
$2.36M
PPWP
1158
Premier Path Wealth Partners
New Jersey
$2.36M
TPCW
1159
TD Private Client Wealth
New York
$2.36M
MFS
1160
Mirabella Financial Services
United Kingdom
$2.35M
MAM
1161
Milestone Asset Management
Pennsylvania
$2.35M
CBA
1162
Coastal Bridge Advisors
Connecticut
$2.34M
SAM
1163
Smartleaf Asset Management
Massachusetts
$2.34M
MGIA
1164
Moneta Group Investment Advisors
Missouri
$2.34M
CIM
1165
Cambria Investment Management
California
$2.33M
IFWM
1166
Institute for Wealth Management
Colorado
$2.33M
BTI
1167
Blue Trust Inc
Georgia
$2.32M
BRG
1168
Bay Rivers Group
Virginia
$2.32M
TIA
1169
Tiemann Investment Advisors
California
$2.31M
WWM
1170
Western Wealth Management
Colorado
$2.31M
DWA
1171
Douglass Winthrop Advisors
New York
$2.3M
CGL
1172
Clarius Group LLC
Washington
$2.3M
CWAG
1173
Compton Wealth Advisory Group
Virginia
$2.3M
SWM
1174
SeaCrest Wealth Management
New York
$2.3M
PWP
1175
Principle Wealth Partners
Connecticut
$2.28M