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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
BMCM
1251
Bryn Mawr Capital Management
Pennsylvania
$1.92M
LHC
1252
Little House Capital
Massachusetts
$1.91M
AWA
1253
Aaron Wealth Advisors
Illinois
$1.91M
WANY
1254
Wealthspire Advisors (New York)
New York
$1.89M
KIA
1255
KCM Investment Advisors
California
$1.89M
CWMK
1256
Caliber Wealth Management (Kansas)
Kansas
$1.89M
SAG
1257
SageView Advisory Group
California
$1.89M
ANTB
1258
AMG National Trust Bank
Colorado
$1.89M
WA
1259
WP Advisors
California
$1.88M
SFP
1260
Shepherd Financial Partners
Massachusetts
$1.88M
FCB
1261
First County Bank
Connecticut
$1.88M
PA
1262
Procyon Advisors
Connecticut
$1.87M
MSK
1263
Melissa S. Kampmann
$1.86M
SFM
1264
Signet Financial Management
New Jersey
$1.86M
HA
1265
Harfst & Associates
Wyoming
$1.86M
SAI
1266
Savvy Advisors Inc
New York
$1.86M
IGAM
1267
iA Global Asset Management
Quebec, Canada
$1.85M
HAG
1268
HF Advisory Group
Maryland
$1.84M
CRIG
1269
Charter Research & Investment Group
Connecticut
$1.84M
AWM
1270
Arista Wealth Management
Nevada
$1.83M
CVA
1271
Central Valley Advisors
California
$1.83M
AFCM
1272
Applied Finance Capital Management
Puerto Rico
$1.83M
SA
1273
Sovran Advisors
California
$1.82M
EFS
1274
Econ Financial Services
Pennsylvania
$1.82M
BAM
1275
Beaumont Asset Management
Texas
$1.81M