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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
BB
1351
Berkshire Bank
Massachusetts
$1.51M
GA
1352
GraniteShares Advisors
New York
$1.51M
KP
1353
Keel Point
Alabama
$1.51M
CCM
1354
Chickasaw Capital Management
Tennessee
$1.5M
CP
1355
Canopy Partners
Ohio
$1.5M
LWA
1356
Lineweaver Wealth Advisors
Ohio
$1.5M
EI
1357
Ellevest Inc
New York
$1.5M
MCM
1358
Mainstream Capital Management
California
$1.5M
AA
1359
Ancora Advisors
Ohio
$1.49M
PWP
1360
Pursue Wealth Partners
California
$1.49M
NAMNJ
1361
NorthStar Asset Management (New Jersey)
New Jersey
$1.49M
WA
1362
Wealth Alliance
New York
$1.49M
IAS
1363
IMA Advisory Services
Colorado
$1.49M
HCMT
1364
Highland Capital Management (Tennessee)
Tennessee
$1.48M
AAM
1365
Augustine Asset Management
Florida
$1.48M
FPF
1366
First Pacific Financial
Washington
$1.48M
1SB
1367
1ST Source Bank
Indiana
$1.48M
EW
1368
Evoke Wealth
California
$1.48M
MCM
1369
Mainstay Capital Management
Michigan
$1.48M
JSW
1370
Journey Strategic Wealth
New Jersey
$1.48M
GAM
1371
Grandview Asset Management
Pennsylvania
$1.47M
TAM
1372
Tealwood Asset Management
Minnesota
$1.47M
CNBT
1373
Cornerstone National Bank & Trust
Illinois
$1.47M
EMB
1374
Elefante Mark B
$1.47M
AFA
1375
AA Financial Advisors
Ohio
$1.47M