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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
MF
1176
Magnetar Financial
Illinois
$2.28M
SWK
1177
Stephen W. Kidder
$2.27M
SLI
1178
Sumitomo Life Insurance
Japan
$2.27M
FFM
1179
Forum Financial Management
Illinois
$2.26M
SIC
1180
SFE Investment Counsel
California
$2.26M
CCG
1181
Ceeto Capital Group
Florida
$2.24M
CTC
1182
Cetera Trust Company
Minnesota
$2.24M
EWA
1183
EverSource Wealth Advisors
Alabama
$2.22M
COI
1184
Connable Office Inc
Michigan
$2.22M
CB
1185
Community Bank
New York
$2.21M
TYCC
1186
Texas Yale Capital Corp
Florida
$2.21M
FGAM
1187
Financial Gravity Asset Management
Texas
$2.21M
FFB
1188
First Financial Bankshares
Texas
$2.2M
AWP
1189
Ascent Wealth Partners
New York
$2.2M
BWAM
1190
Boyd Watterson Asset Management
Ohio
$2.2M
SIP
1191
Stoneridge Investment Partners
Pennsylvania
$2.2M
SPS
1192
Susquehanna Portfolio Strategies
Pennsylvania
$2.19M
BCM
1193
Boltwood Capital Management
California
$2.19M
BHIA
1194
Birch Hill Investment Advisors
Massachusetts
$2.19M
BAM
1195
Belpointe Asset Management
Nevada
$2.19M
DBG
1196
De Burlo Group
Massachusetts
$2.18M
TF
1197
TLWM Financial
Texas
$2.18M
NNPTE
1198
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.18M
LF
1199
LifePlan Financial
Minnesota
$2.17M
NW
1200
Naviter Wealth
Arkansas
$2.17M