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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
MYAM
1276
Meiji Yasuda Asset Management
Japan
$1.79M
GH
1277
GAM Holding
Switzerland
$1.79M
Koshinski Asset Management
1278
Koshinski Asset Management
Illinois
$1.79M
WBC
1279
West Branch Capital
Massachusetts
$1.79M
NB
1280
Nicolet Bankshares
Wisconsin
$1.78M
BSB
1281
Bangor Savings Bank
Maine
$1.77M
SIG
1282
Stonegate Investment Group
Alabama
$1.77M
CPA
1283
Cardiff Park Advisors
California
$1.76M
FBB
1284
Fulton Breakefield Broenniman
Maryland
$1.76M
AB
1285
Atlas Brown
Kentucky
$1.76M
VWM
1286
VCI Wealth Management
Missouri
$1.75M
TFA
1287
Teamwork Financial Advisors
Texas
$1.75M
GLA
1288
Great Lakes Advisors
Illinois
$1.75M
KTC
1289
Kentucky Trust Company
Kentucky
$1.75M
DA
1290
Dover Advisors
Virginia
$1.75M
AI
1291
Arvest Investments
Arkansas
$1.75M
CFFP
1292
Center for Financial Planning
Michigan
$1.74M
RSWM
1293
Robertson Stephens Wealth Management
California
$1.73M
VFA
1294
Voya Financial Advisors
Connecticut
$1.73M
PTC
1295
Private Trust Company
Ohio
$1.72M
OHWP
1296
Oak Harbor Wealth Partners
North Carolina
$1.71M
BTD
1297
BankPlus Trust Department
Mississippi
$1.71M
TFGT
1298
TS Financial Group (TSFG)
Illinois
$1.71M
GLR
1299
Great Lakes Retirement
Ohio
$1.7M
HWMO
1300
Heritage Wealth Management (Ohio)
Ohio
$1.7M