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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
NL
1376
Navalign LLC
California
$1.45M
NP
1377
Nilsine Partners
Colorado
$1.45M
OFS
1378
Orrstown Financial Services
Pennsylvania
$1.45M
GWP
1379
Gen-Wealth Partners
Michigan
$1.45M
SACTSONJ
1380
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.45M
DFA
1381
Delta Financial Advisors
Louisiana
$1.44M
JIP
1382
Jaffetilchin Investment Partners
Florida
$1.44M
CCG
1383
Cypress Capital Group
Florida
$1.44M
SMTF
1384
Sphera Management Technology Funds
Israel
$1.44M
APP
1385
Avantax Planning Partners
Iowa
$1.43M
RBA
1386
Richard Bernstein Advisors
New York
$1.43M
PPC
1387
Park Place Capital
Alabama
$1.43M
FCA
1388
FLC Capital Advisors
California
$1.42M
TPWA
1389
TRUE Private Wealth Advisors
Oregon
$1.42M
BCM
1390
BluePath Capital Management
Georgia
$1.42M
AAP
1391
Ardsley Advisory Partners
Connecticut
$1.42M
AFO
1392
Arrowroot Family Office
California
$1.42M
MI
1393
Motiv8 Investments
Florida
$1.41M
1C
1394
111 Capital
France
$1.41M
RAM
1395
Ramirez Asset Management
New York
$1.41M
AA
1396
Argent Advisors
Louisiana
$1.4M
SVWAG
1397
Sound View Wealth Advisors Group
Georgia
$1.4M
MYIA
1398
Mount Yale Investment Advisors
Colorado
$1.4M
GC
1399
Gilbert & Cook
Iowa
$1.39M
FG
1400
Fiduciary Group
Georgia
$1.39M