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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
BFS
1376
Bard Financial Services
Connecticut
$1.47M
JWBC
1377
J.W. Burns & Co
New York
$1.47M
AFP
1378
Ausdal Financial Partners
Iowa
$1.46M
MC
1379
Mirabaud & Cie
Switzerland
$1.46M
TF
1380
Trek Financial
Arizona
$1.46M
GPWM
1381
Grant Private Wealth Management
California
$1.46M
WIS
1382
Wright Investors Service
Connecticut
$1.45M
NL
1383
Navalign LLC
California
$1.45M
NP
1384
Nilsine Partners
Colorado
$1.45M
OFS
1385
Orrstown Financial Services
Pennsylvania
$1.45M
GWP
1386
Gen-Wealth Partners
Michigan
$1.45M
SACTSONJ
1387
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.45M
DFA
1388
Delta Financial Advisors
Louisiana
$1.44M
JIP
1389
Jaffetilchin Investment Partners
Florida
$1.44M
I
1390
INVST
Indiana
$1.44M
CCG
1391
Cypress Capital Group
Florida
$1.44M
SMTF
1392
Sphera Management Technology Funds
Israel
$1.44M
APP
1393
Avantax Planning Partners
Iowa
$1.43M
RBA
1394
Richard Bernstein Advisors
New York
$1.43M
PPC
1395
Park Place Capital
Alabama
$1.43M
FCA
1396
FLC Capital Advisors
California
$1.42M
TPWA
1397
TRUE Private Wealth Advisors
Oregon
$1.42M
AAP
1398
Ardsley Advisory Partners
Connecticut
$1.42M
AFO
1399
Arrowroot Family Office
California
$1.42M
MI
1400
Motiv8 Investments
Florida
$1.41M