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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
SC
1426
Stance Capital
Massachusetts
$1.31M
ACM
1427
Ayrshire Capital Management
Connecticut
$1.31M
DFC
1428
DB Fitzpatrick & Co
Idaho
$1.31M
CFP
1429
Catalyst Financial Partners
Massachusetts
$1.3M
ADL
1430
Asset Dedication LLC
California
$1.3M
CB
1431
CNB Bank
Pennsylvania
$1.3M
PWP
1432
Perfromance Wealth Partners
Illinois
$1.3M
CCMT
1433
CMT Capital Markets Trading
Germany
$1.3M
TCA
1434
Transcend Capital Advisors
New Jersey
$1.3M
HT
1435
Headlands Technologies
Illinois
$1.3M
EFS
1436
Essex Financial Services
Connecticut
$1.29M
V
1437
ViaWealth
Kansas
$1.29M
CMI
1438
Clare Market Investments
Texas
$1.29M
AC
1439
Apella Capital
Connecticut
$1.29M
LAI
1440
Legal Advantage Investments
California
$1.29M
CCG
1441
Coastwise Capital Group
California
$1.29M
LCM
1442
Lazari Capital Management
California
$1.28M
BLC
1443
Brown, Lisle/Cummings
Rhode Island
$1.28M
PP
1444
PDS Planning
Ohio
$1.28M
P
1445
Pitcairn
Pennsylvania
$1.28M
KFS
1446
Kaizen Financial Strategies
California
$1.28M
KC
1447
Kepler Cheuvreux
$1.28M
JFGIW
1448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28M
TTIC
1449
Tower Trust & Investment Company
Iowa
$1.28M
SMA
1450
Sage Mountain Advisors
Georgia
$1.28M