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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
EB
1201
Eastern Bank
Massachusetts
$2.17M
CI
1202
Cigna Investments
Connecticut
$2.16M
PMWMG
1203
Parr McKnight Wealth Management Group
Minnesota
$2.15M
CPIG
1204
Chicago Partners Investment Group
Illinois
$2.13M
JCM
1205
Jacobi Capital Management
Pennsylvania
$2.13M
WF
1206
Welch & Forbes
Massachusetts
$2.13M
FWA
1207
FOCUS Wealth Advisors
Texas
$2.12M
SG
1208
StoneX Group
New York
$2.12M
JPWM
1209
Jamison Private Wealth Management
Georgia
$2.11M
TIM
1210
Thompson Investment Management
Wisconsin
$2.11M
PWCM
1211
Processus Wealth & Capital Management
Tennessee
$2.1M
CNC
1212
Citizens & Northern Corp
Pennsylvania
$2.1M
CHAM
1213
Clear Harbor Asset Management
Connecticut
$2.09M
PNAA
1214
Pictet North America Advisors
Switzerland
$2.09M
MCP
1215
Mirador Capital Partners
California
$2.09M
AIP
1216
Ameritas Investment Partners
Nebraska
$2.08M
NME
1217
Notis-McConarty Edward
$2.07M
FFL
1218
Future Fund LLC
Illinois
$2.07M
PDL
1219
Portfolio Design Labs
California
$2.07M
NCM
1220
Nelson Capital Management
California
$2.07M
CFCI
1221
Comprehensive Financial Consultants Institutional
Indiana
$2.06M
HCCM
1222
Hudson Canyon Capital Management
New York
$2.05M
WSCM
1223
Wellington Shields Capital Management
New York
$2.05M
LS
1224
Leelyn Smith
Illinois
$2.05M
HG
1225
Herbst Group
Connecticut
$2.04M