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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
SW
1301
SteelPeak Wealth
California
$1.7M
GSWM
1302
Greenup Street Wealth Management
Michigan
$1.68M
LWP
1303
LMG Wealth Partners
Louisiana
$1.68M
EWA
1304
Exit Wealth Advisors
Georgia
$1.68M
SWMG
1305
Signature Wealth Management Group
Georgia
$1.67M
IEFM
1306
IQ EQ Fund Management
Ireland
$1.67M
FMB
1307
Field & Main Bank
Kentucky
$1.66M
DRD
1308
Dennis R. Delaney
$1.66M
HIA
1309
Harbor Investment Advisory
Maryland
$1.66M
AIM
1310
Allen Investment Management
New York
$1.65M
IB
1311
Intrust Bank
Kansas
$1.65M
RMAM
1312
Raab & Moskowitz Asset Management
New Jersey
$1.64M
FAM
1313
Fulcrum Asset Management
United Kingdom
$1.64M
CFG
1314
Cooper Financial Group
California
$1.64M
ATWA
1315
Arbor Trust Wealth Advisors
Michigan
$1.64M
BBP
1316
Banco BTG Pactual
Brazil
$1.64M
BM
1317
Brandywine Managers
Delaware
$1.64M
CPIA
1318
Cornell Pochily Investment Advisors
New York
$1.63M
SFCL
1319
Strengthening Families & Communities LLC
Massachusetts
$1.63M
NA
1320
Nautilus Advisors
California
$1.63M
JSL
1321
JT Stratford LLC
Georgia
$1.63M
CF
1322
Convergence Financial
Missouri
$1.62M
GA
1323
GFS Advisors
Texas
$1.62M
LFG
1324
Larson Financial Group
Missouri
$1.61M
OIS
1325
Okabena Investment Services
Minnesota
$1.61M