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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
BLC
1451
Brown, Lisle/Cummings
Rhode Island
$1.28M
PP
1452
PDS Planning
Ohio
$1.28M
P
1453
Pitcairn
Pennsylvania
$1.28M
KFS
1454
Kaizen Financial Strategies
California
$1.28M
KC
1455
Kepler Cheuvreux
$1.28M
JFGIW
1456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28M
TTIC
1457
Tower Trust & Investment Company
Iowa
$1.28M
SMA
1458
Sage Mountain Advisors
Georgia
$1.28M
EFG
1459
Embree Financial Group
Illinois
$1.28M
VWA
1460
Visionary Wealth Advisors
Illinois
$1.28M
NAS
1461
Nicolet Advisory Services
Wisconsin
$1.28M
CWS
1462
Confluence Wealth Services
Pennsylvania
$1.27M
JIC
1463
Joel Isaacson & Co
New York
$1.27M
KCM
1464
KRS Capital Management
Michigan
$1.27M
MIA
1465
MainStreet Investment Advisors
Illinois
$1.27M
SCA
1466
St. Clair Advisors
Ohio
$1.27M
PMG
1467
ProVise Management Group
Florida
$1.27M
TC
1468
Trust Company
Kansas
$1.26M
CAM
1469
Carret Asset Management
New York
$1.26M
RIM
1470
Redwood Investment Management
Arizona
$1.26M
EW
1471
Elyxium Wealth
California
$1.26M
GKWIM
1472
Gerber Kawasaki Wealth & Investment Management
California
$1.26M
GXJ
1473
Global X Japan
Japan
$1.25M
6F
1474
626 Financial
Michigan
$1.25M
SOW
1475
State of Wyoming
Wyoming
$1.25M