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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
LAM
1401
Lewis Asset Management
California
$1.39M
LFS
1402
Littlejohn Financial Services
Oregon
$1.39M
PCM
1403
Prelude Capital Management
New York
$1.39M
BC
1404
Bowman & Company
Wisconsin
$1.38M
MIFH
1405
Migdal Insurance & Financial Holdings
Israel
$1.38M
AGWCA
1406
Annis Gardner Whiting Capital Advisors
Florida
$1.38M
HBT
1407
Heartland Bank & Trust
Illinois
$1.38M
TCPG
1408
Trivant Custom Portfolio Group
California
$1.37M
GPA
1409
Guerra Pan Advisors
New Jersey
$1.37M
SSI
1410
Scott & Selber Inc
Texas
$1.37M
BB
1411
Bell Bank
North Dakota
$1.37M
BI
1412
Ballast Inc
Kentucky
$1.36M
ISL
1413
Ingalls & Snyder LLC
New York
$1.36M
PIA
1414
Perennial Investment Advisors
California
$1.35M
AB
1415
ANB Bank
Colorado
$1.35M
DCA
1416
DSG Capital Advisors
Minnesota
$1.35M
CWM
1417
Chemistry Wealth Management
New York
$1.35M
CTFG
1418
Capstone Triton Financial Group
Oklahoma
$1.34M
SP
1419
Stablepoint Partners
Massachusetts
$1.33M
PPW
1420
Parcion Private Wealth
Washington
$1.32M
MCC
1421
Malaga Cove Capital
California
$1.32M
RH
1422
RFG Holdings
Texas
$1.32M
SB
1423
Strategic Blueprint
Georgia
$1.32M
PWM
1424
Palumbo Wealth Management
New York
$1.32M
PCM
1425
Princeton Capital Management
New Jersey
$1.31M