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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
CTFG
1426
Capstone Triton Financial Group
Oklahoma
$1.34M
SP
1427
Stablepoint Partners
Massachusetts
$1.33M
PPW
1428
Parcion Private Wealth
Washington
$1.32M
MCC
1429
Malaga Cove Capital
California
$1.32M
RH
1430
RFG Holdings
Texas
$1.32M
SB
1431
Strategic Blueprint
Georgia
$1.32M
PWM
1432
Palumbo Wealth Management
New York
$1.32M
PCM
1433
Princeton Capital Management
New Jersey
$1.31M
SC
1434
Stance Capital
Massachusetts
$1.31M
ACM
1435
Ayrshire Capital Management
Connecticut
$1.31M
DFC
1436
DB Fitzpatrick & Co
Idaho
$1.31M
CFP
1437
Catalyst Financial Partners
Massachusetts
$1.3M
ADL
1438
Asset Dedication LLC
California
$1.3M
CB
1439
CNB Bank
Pennsylvania
$1.3M
PWP
1440
Perfromance Wealth Partners
Illinois
$1.3M
CCMT
1441
CMT Capital Markets Trading
Germany
$1.3M
TCA
1442
Transcend Capital Advisors
New Jersey
$1.3M
HT
1443
Headlands Technologies
Illinois
$1.3M
EFS
1444
Essex Financial Services
Connecticut
$1.29M
V
1445
ViaWealth
Kansas
$1.29M
CMI
1446
Clare Market Investments
Texas
$1.29M
AC
1447
Apella Capital
Connecticut
$1.29M
LAI
1448
Legal Advantage Investments
California
$1.29M
CCG
1449
Coastwise Capital Group
California
$1.29M
LCM
1450
Lazari Capital Management
California
$1.28M