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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
SIG
1276
Stonegate Investment Group
Alabama
$1.77M
CPA
1277
Cardiff Park Advisors
California
$1.76M
FBB
1278
Fulton Breakefield Broenniman
Maryland
$1.76M
AB
1279
Atlas Brown
Kentucky
$1.76M
VWM
1280
VCI Wealth Management
Missouri
$1.75M
TFA
1281
Teamwork Financial Advisors
Texas
$1.75M
GLA
1282
Great Lakes Advisors
Illinois
$1.75M
KTC
1283
Kentucky Trust Company
Kentucky
$1.75M
DA
1284
Dover Advisors
Virginia
$1.75M
AI
1285
Arvest Investments
Arkansas
$1.75M
CFFP
1286
Center for Financial Planning
Michigan
$1.74M
RSWM
1287
Robertson Stephens Wealth Management
California
$1.73M
VFA
1288
Voya Financial Advisors
Connecticut
$1.73M
PTC
1289
Private Trust Company
Ohio
$1.72M
OHWP
1290
Oak Harbor Wealth Partners
North Carolina
$1.71M
BTD
1291
BankPlus Trust Department
Mississippi
$1.71M
TFGT
1292
TS Financial Group (TSFG)
Illinois
$1.71M
GLR
1293
Great Lakes Retirement
Ohio
$1.7M
HWMO
1294
Heritage Wealth Management (Ohio)
Ohio
$1.7M
SW
1295
SteelPeak Wealth
California
$1.7M
GSWM
1296
Greenup Street Wealth Management
Michigan
$1.68M
LWP
1297
LMG Wealth Partners
Louisiana
$1.68M
EWA
1298
Exit Wealth Advisors
Georgia
$1.68M
SWMG
1299
Signature Wealth Management Group
Georgia
$1.67M
IEFM
1300
IQ EQ Fund Management
Ireland
$1.67M