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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
1C
1401
111 Capital
France
$1.41M
RAM
1402
Ramirez Asset Management
New York
$1.41M
AA
1403
Argent Advisors
Louisiana
$1.4M
SVWAG
1404
Sound View Wealth Advisors Group
Georgia
$1.4M
MYIA
1405
Mount Yale Investment Advisors
Colorado
$1.4M
GC
1406
Gilbert & Cook
Iowa
$1.39M
FG
1407
Fiduciary Group
Georgia
$1.39M
LAM
1408
Lewis Asset Management
California
$1.39M
LFS
1409
Littlejohn Financial Services
Oregon
$1.39M
PCM
1410
Prelude Capital Management
New York
$1.39M
BC
1411
Bowman & Company
Wisconsin
$1.38M
MIFH
1412
Migdal Insurance & Financial Holdings
Israel
$1.38M
AGWCA
1413
Annis Gardner Whiting Capital Advisors
Florida
$1.38M
HBT
1414
Heartland Bank & Trust
Illinois
$1.38M
PVI
1415
Pine Valley Investments
New Jersey
$1.37M
TCPG
1416
Trivant Custom Portfolio Group
California
$1.37M
GPA
1417
Guerra Pan Advisors
New Jersey
$1.37M
SSI
1418
Scott & Selber Inc
Texas
$1.37M
BB
1419
Bell Bank
North Dakota
$1.37M
BI
1420
Ballast Inc
Kentucky
$1.36M
ISL
1421
Ingalls & Snyder LLC
New York
$1.36M
PIA
1422
Perennial Investment Advisors
California
$1.35M
AB
1423
ANB Bank
Colorado
$1.35M
DCA
1424
DSG Capital Advisors
Minnesota
$1.35M
CWM
1425
Chemistry Wealth Management
New York
$1.35M