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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
TAP
1326
Tounjian Advisory Partners
Florida
$1.57M
MM
1327
Morangie Management
Florida
$1.57M
1W
1328
1776 Wealth
Georgia
$1.57M
VIM
1329
VELA Investment Management
Ohio
$1.56M
FPL
1330
Fortress Private Ledger
North Carolina
$1.56M
PAM
1331
Paradigm Asset Management
New York
$1.55M
COCM
1332
Charter Oak Capital Management
New Hampshire
$1.55M
PWG
1333
Portside Wealth Group
Utah
$1.55M
CT
1334
Coastline Trust
Rhode Island
$1.55M
PPWM
1335
Paragon Private Wealth Management
Kentucky
$1.55M
CWM
1336
Castle Wealth Management
Florida
$1.55M
RPC
1337
Rossmore Private Capital
Connecticut
$1.54M
CIA
1338
Choate Investment Advisors
Massachusetts
$1.54M
NS
1339
NBC Securities
Alabama
$1.54M
PIM
1340
Penobscot Investment Management
Massachusetts
$1.53M
SW
1341
SVB Wealth
Massachusetts
$1.53M
SJIM
1342
St. Johns Investment Management
Florida
$1.52M
NED
1343
Nancy E. Dempze
$1.52M
SC
1344
Saturna Capital
Washington
$1.51M
BB
1345
Berkshire Bank
Massachusetts
$1.51M
GA
1346
GraniteShares Advisors
New York
$1.51M
KP
1347
Keel Point
Alabama
$1.51M
CCM
1348
Chickasaw Capital Management
Tennessee
$1.5M
CP
1349
Canopy Partners
Ohio
$1.5M
LWA
1350
Lineweaver Wealth Advisors
Ohio
$1.5M