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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
AC
1226
AlphaCore Capital
California
$2.04M
JSSH
1227
J. Safra Sarasin Holding
$2.03M
PH
1228
Pinnacle Holdings
Oklahoma
$2.03M
DIA
1229
Dana Investment Advisors
Wisconsin
$2.03M
PWM
1230
Power Wealth Management
Georgia
$2.02M
TSWM
1231
Triangle Securities Wealth Management
North Carolina
$2.01M
OGF
1232
Orin Green Financial
California
$2.01M
SC
1233
Syon Capital
California
$2M
CPW
1234
Cove Private Wealth
New York
$1.99M
KFA
1235
Krane Funds Advisors
New York
$1.99M
UB
1236
Umpqua Bank
Oregon
$1.99M
WCM
1237
Weaver Capital Management
Georgia
$1.99M
SAM
1238
Steinberg Asset Management
New York
$1.98M
DC
1239
DeDora Capital
California
$1.98M
BCP
1240
Blackhawk Capital Partners
Wisconsin
$1.98M
WMP
1241
Wealth Management Partners
Arizona
$1.97M
BCM
1242
Bridgeway Capital Management
Texas
$1.96M
APIM
1243
Agate Pass Investment Management
Washington
$1.95M
UBP
1244
Union Bancaire Privee
Switzerland
$1.94M
SFS
1245
Sowell Financial Services
Arkansas
$1.94M
VWM
1246
Venturi Wealth Management
Texas
$1.94M
SDIC
1247
South Dakota Investment Council
South Dakota
$1.93M
EWM
1248
Elmwood Wealth Management
California
$1.92M
HT
1249
Heritage Trust
Oklahoma
$1.92M
RWB
1250
RMR Wealth Builders
New Jersey
$1.92M