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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
LFA
1151
Legacy Financial Advisors
Kentucky
$2.36M
PPWP
1152
Premier Path Wealth Partners
New Jersey
$2.36M
TPCW
1153
TD Private Client Wealth
New York
$2.36M
MFS
1154
Mirabella Financial Services
United Kingdom
$2.35M
MAM
1155
Milestone Asset Management
Pennsylvania
$2.35M
CBA
1156
Coastal Bridge Advisors
Connecticut
$2.34M
SAM
1157
Smartleaf Asset Management
Massachusetts
$2.34M
MGIA
1158
Moneta Group Investment Advisors
Missouri
$2.34M
CIM
1159
Cambria Investment Management
California
$2.33M
IFWM
1160
Institute for Wealth Management
Colorado
$2.33M
BTI
1161
Blue Trust Inc
Georgia
$2.32M
BRG
1162
Bay Rivers Group
Virginia
$2.32M
TIA
1163
Tiemann Investment Advisors
California
$2.31M
WWM
1164
Western Wealth Management
Colorado
$2.31M
DWA
1165
Douglass Winthrop Advisors
New York
$2.3M
CGL
1166
Clarius Group LLC
Washington
$2.3M
CWAG
1167
Compton Wealth Advisory Group
Virginia
$2.3M
SWM
1168
SeaCrest Wealth Management
New York
$2.3M
PWP
1169
Principle Wealth Partners
Connecticut
$2.28M
MF
1170
Magnetar Financial
Illinois
$2.28M
SWK
1171
Stephen W. Kidder
$2.27M
SLI
1172
Sumitomo Life Insurance
Japan
$2.27M
FFM
1173
Forum Financial Management
Illinois
$2.26M
SIC
1174
SFE Investment Counsel
California
$2.26M
CCG
1175
Ceeto Capital Group
Florida
$2.24M