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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
FWA
1201
FOCUS Wealth Advisors
Texas
$2.12M
SG
1202
StoneX Group
New York
$2.12M
JPWM
1203
Jamison Private Wealth Management
Georgia
$2.11M
TIM
1204
Thompson Investment Management
Wisconsin
$2.11M
PWCM
1205
Processus Wealth & Capital Management
Tennessee
$2.1M
CNC
1206
Citizens & Northern Corp
Pennsylvania
$2.1M
CHAM
1207
Clear Harbor Asset Management
Connecticut
$2.09M
PNAA
1208
Pictet North America Advisors
Switzerland
$2.09M
MCP
1209
Mirador Capital Partners
California
$2.09M
AIP
1210
Ameritas Investment Partners
Nebraska
$2.08M
NME
1211
Notis-McConarty Edward
$2.07M
FFL
1212
Future Fund LLC
Illinois
$2.07M
PDL
1213
Portfolio Design Labs
California
$2.07M
NCM
1214
Nelson Capital Management
California
$2.07M
CFCI
1215
Comprehensive Financial Consultants Institutional
Indiana
$2.06M
HCCM
1216
Hudson Canyon Capital Management
New York
$2.05M
WSCM
1217
Wellington Shields Capital Management
New York
$2.05M
LS
1218
Leelyn Smith
Illinois
$2.05M
HG
1219
Herbst Group
Connecticut
$2.04M
AC
1220
AlphaCore Capital
California
$2.04M
JSSH
1221
J. Safra Sarasin Holding
$2.03M
PH
1222
Pinnacle Holdings
Oklahoma
$2.03M
DIA
1223
Dana Investment Advisors
Wisconsin
$2.03M
PWM
1224
Power Wealth Management
Georgia
$2.02M
TSWM
1225
Triangle Securities Wealth Management
North Carolina
$2.01M