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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
SAG
1251
SageView Advisory Group
California
$1.89M
ANTB
1252
AMG National Trust Bank
Colorado
$1.89M
WA
1253
WP Advisors
California
$1.88M
SFP
1254
Shepherd Financial Partners
Massachusetts
$1.88M
FCB
1255
First County Bank
Connecticut
$1.88M
PA
1256
Procyon Advisors
Connecticut
$1.87M
MSK
1257
Melissa S. Kampmann
$1.86M
SFM
1258
Signet Financial Management
New Jersey
$1.86M
HA
1259
Harfst & Associates
Wyoming
$1.86M
SAI
1260
Savvy Advisors Inc
New York
$1.86M
IGAM
1261
iA Global Asset Management
Quebec, Canada
$1.85M
HAG
1262
HF Advisory Group
Maryland
$1.84M
CRIG
1263
Charter Research & Investment Group
Connecticut
$1.84M
AWM
1264
Arista Wealth Management
Nevada
$1.83M
CVA
1265
Central Valley Advisors
California
$1.83M
AFCM
1266
Applied Finance Capital Management
Puerto Rico
$1.83M
SA
1267
Sovran Advisors
California
$1.82M
EFS
1268
Econ Financial Services
Pennsylvania
$1.82M
BAM
1269
Beaumont Asset Management
Texas
$1.81M
MYAM
1270
Meiji Yasuda Asset Management
Japan
$1.79M
GH
1271
GAM Holding
Switzerland
$1.79M
Koshinski Asset Management
1272
Koshinski Asset Management
Illinois
$1.79M
WBC
1273
West Branch Capital
Massachusetts
$1.79M
NB
1274
Nicolet Bankshares
Wisconsin
$1.78M
BSB
1275
Bangor Savings Bank
Maine
$1.77M