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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
NG
1326
Northstar Group
New York
$1.61M
PFG
1327
Prosperity Financial Group
California
$1.61M
TWM
1328
Thrive Wealth Management
Pennsylvania
$1.6M
RCG
1329
Regatta Capital Group
California
$1.6M
C
1330
Certuity
Florida
$1.58M
GIM
1331
Goelzer Investment Management
Indiana
$1.58M
TAP
1332
Tounjian Advisory Partners
Florida
$1.57M
MM
1333
Morangie Management
Florida
$1.57M
1W
1334
1776 Wealth
Georgia
$1.57M
VIM
1335
VELA Investment Management
Ohio
$1.56M
FPL
1336
Fortress Private Ledger
North Carolina
$1.56M
PAM
1337
Paradigm Asset Management
New York
$1.55M
COCM
1338
Charter Oak Capital Management
New Hampshire
$1.55M
PWG
1339
Portside Wealth Group
Utah
$1.55M
CT
1340
Coastline Trust
Rhode Island
$1.55M
PPWM
1341
Paragon Private Wealth Management
Kentucky
$1.55M
CWM
1342
Castle Wealth Management
Florida
$1.55M
RPC
1343
Rossmore Private Capital
Connecticut
$1.54M
CIA
1344
Choate Investment Advisors
Massachusetts
$1.54M
NS
1345
NBC Securities
Alabama
$1.54M
PIM
1346
Penobscot Investment Management
Massachusetts
$1.53M
SW
1347
SVB Wealth
Massachusetts
$1.53M
SJIM
1348
St. Johns Investment Management
Florida
$1.52M
NED
1349
Nancy E. Dempze
$1.52M
SC
1350
Saturna Capital
Washington
$1.51M