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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
CTC
1176
Cetera Trust Company
Minnesota
$2.24M
EWA
1177
EverSource Wealth Advisors
Alabama
$2.22M
COI
1178
Connable Office Inc
Michigan
$2.22M
CB
1179
Community Bank
New York
$2.21M
TYCC
1180
Texas Yale Capital Corp
Florida
$2.21M
FGAM
1181
Financial Gravity Asset Management
Texas
$2.21M
FFB
1182
First Financial Bankshares
Texas
$2.2M
AWP
1183
Ascent Wealth Partners
New York
$2.2M
BWAM
1184
Boyd Watterson Asset Management
Ohio
$2.2M
SIP
1185
Stoneridge Investment Partners
Pennsylvania
$2.2M
SPS
1186
Susquehanna Portfolio Strategies
Pennsylvania
$2.19M
BCM
1187
Boltwood Capital Management
California
$2.19M
BHIA
1188
Birch Hill Investment Advisors
Massachusetts
$2.19M
BAM
1189
Belpointe Asset Management
Nevada
$2.19M
DBG
1190
De Burlo Group
Massachusetts
$2.18M
TF
1191
TLWM Financial
Texas
$2.18M
NNPTE
1192
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.18M
LF
1193
LifePlan Financial
Minnesota
$2.17M
NW
1194
Naviter Wealth
Arkansas
$2.17M
EB
1195
Eastern Bank
Massachusetts
$2.17M
CI
1196
Cigna Investments
Connecticut
$2.16M
PMWMG
1197
Parr McKnight Wealth Management Group
Minnesota
$2.15M
CPIG
1198
Chicago Partners Investment Group
Illinois
$2.13M
JCM
1199
Jacobi Capital Management
Pennsylvania
$2.13M
WF
1200
Welch & Forbes
Massachusetts
$2.13M