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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
OGF
1226
Orin Green Financial
California
$2.01M
SC
1227
Syon Capital
California
$2M
CPW
1228
Cove Private Wealth
New York
$1.99M
KFA
1229
Krane Funds Advisors
New York
$1.99M
UB
1230
Umpqua Bank
Oregon
$1.99M
WCM
1231
Weaver Capital Management
Georgia
$1.99M
SAM
1232
Steinberg Asset Management
New York
$1.98M
DC
1233
DeDora Capital
California
$1.98M
BCP
1234
Blackhawk Capital Partners
Wisconsin
$1.98M
WMP
1235
Wealth Management Partners
Arizona
$1.97M
BCM
1236
Bridgeway Capital Management
Texas
$1.96M
APIM
1237
Agate Pass Investment Management
Washington
$1.95M
UBP
1238
Union Bancaire Privee
Switzerland
$1.94M
SFS
1239
Sowell Financial Services
Arkansas
$1.94M
VWM
1240
Venturi Wealth Management
Texas
$1.94M
SDIC
1241
South Dakota Investment Council
South Dakota
$1.93M
EWM
1242
Elmwood Wealth Management
California
$1.92M
HT
1243
Heritage Trust
Oklahoma
$1.92M
RWB
1244
RMR Wealth Builders
New Jersey
$1.92M
BMCM
1245
Bryn Mawr Capital Management
Pennsylvania
$1.92M
LHC
1246
Little House Capital
Massachusetts
$1.91M
AWA
1247
Aaron Wealth Advisors
Illinois
$1.91M
WANY
1248
Wealthspire Advisors (New York)
New York
$1.89M
KIA
1249
KCM Investment Advisors
California
$1.89M
CWMK
1250
Caliber Wealth Management (Kansas)
Kansas
$1.89M