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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
FMB
1301
Field & Main Bank
Kentucky
$1.66M
DRD
1302
Dennis R. Delaney
$1.66M
HIA
1303
Harbor Investment Advisory
Maryland
$1.66M
AIM
1304
Allen Investment Management
New York
$1.65M
IB
1305
Intrust Bank
Kansas
$1.65M
RMAM
1306
Raab & Moskowitz Asset Management
New Jersey
$1.64M
FAM
1307
Fulcrum Asset Management
United Kingdom
$1.64M
CFG
1308
Cooper Financial Group
California
$1.64M
ATWA
1309
Arbor Trust Wealth Advisors
Michigan
$1.64M
BBP
1310
Banco BTG Pactual
Brazil
$1.64M
BM
1311
Brandywine Managers
Delaware
$1.64M
CPIA
1312
Cornell Pochily Investment Advisors
New York
$1.63M
SFCL
1313
Strengthening Families & Communities LLC
Massachusetts
$1.63M
NA
1314
Nautilus Advisors
California
$1.63M
JSL
1315
JT Stratford LLC
Georgia
$1.63M
CF
1316
Convergence Financial
Missouri
$1.62M
GA
1317
GFS Advisors
Texas
$1.62M
LFG
1318
Larson Financial Group
Missouri
$1.61M
OIS
1319
Okabena Investment Services
Minnesota
$1.61M
NG
1320
Northstar Group
New York
$1.61M
PFG
1321
Prosperity Financial Group
California
$1.61M
TWM
1322
Thrive Wealth Management
Pennsylvania
$1.6M
RCG
1323
Regatta Capital Group
California
$1.6M
C
1324
Certuity
Florida
$1.58M
GIM
1325
Goelzer Investment Management
Indiana
$1.58M