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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
EI
1351
Ellevest Inc
New York
$1.5M
MCM
1352
Mainstream Capital Management
California
$1.5M
AA
1353
Ancora Advisors
Ohio
$1.49M
PWP
1354
Pursue Wealth Partners
California
$1.49M
NAMNJ
1355
NorthStar Asset Management (New Jersey)
New Jersey
$1.49M
WA
1356
Wealth Alliance
New York
$1.49M
IAS
1357
IMA Advisory Services
Colorado
$1.49M
HCMT
1358
Highland Capital Management (Tennessee)
Tennessee
$1.48M
AAM
1359
Augustine Asset Management
Florida
$1.48M
FPF
1360
First Pacific Financial
Washington
$1.48M
1SB
1361
1ST Source Bank
Indiana
$1.48M
EW
1362
Evoke Wealth
California
$1.48M
MCM
1363
Mainstay Capital Management
Michigan
$1.48M
JSW
1364
Journey Strategic Wealth
New Jersey
$1.48M
GAM
1365
Grandview Asset Management
Pennsylvania
$1.47M
TAM
1366
Tealwood Asset Management
Minnesota
$1.47M
EMB
1367
Elefante Mark B
$1.47M
AFA
1368
AA Financial Advisors
Ohio
$1.47M
BFS
1369
Bard Financial Services
Connecticut
$1.47M
JWBC
1370
J.W. Burns & Co
New York
$1.47M
AFP
1371
Ausdal Financial Partners
Iowa
$1.46M
MC
1372
Mirabaud & Cie
Switzerland
$1.46M
TF
1373
Trek Financial
Arizona
$1.46M
GPWM
1374
Grant Private Wealth Management
California
$1.46M
WIS
1375
Wright Investors Service
Connecticut
$1.45M