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Salesforce

2,770 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, 1,136 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: 201 | Existing positions closed: 296

Holders
2,770
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
EFG
1451
Embree Financial Group
Illinois
$1.28M
VWA
1452
Visionary Wealth Advisors
Illinois
$1.28M
NAS
1453
Nicolet Advisory Services
Wisconsin
$1.28M
CWS
1454
Confluence Wealth Services
Pennsylvania
$1.27M
JIC
1455
Joel Isaacson & Co
New York
$1.27M
KCM
1456
KRS Capital Management
Michigan
$1.27M
MIA
1457
MainStreet Investment Advisors
Illinois
$1.27M
SCA
1458
St. Clair Advisors
Ohio
$1.27M
PMG
1459
ProVise Management Group
Florida
$1.27M
TC
1460
Trust Company
Kansas
$1.26M
CAM
1461
Carret Asset Management
New York
$1.26M
RIM
1462
Redwood Investment Management
Arizona
$1.26M
EW
1463
Elyxium Wealth
California
$1.26M
GKWIM
1464
Gerber Kawasaki Wealth & Investment Management
California
$1.26M
GXJ
1465
Global X Japan
Japan
$1.25M
6F
1466
626 Financial
Michigan
$1.25M
SOW
1467
State of Wyoming
Wyoming
$1.25M
ATS
1468
Ashton Thomas Securities
New York
$1.25M
GCM
1469
GKV Capital Management
California
$1.24M
FAM
1470
Fairtree Asset Management
South Africa
$1.24M
TAFW
1471
Tred Avon Family Wealth
Maryland
$1.24M
HFRG
1472
Houlihan Financial Resource Group
Virginia
$1.24M
RB
1473
Renasant Bank
Mississippi
$1.24M
TAI
1474
Terra Alpha Investments
District of Columbia
$1.24M
AWMT
1475
AAFMAA Wealth Management & Trust
North Carolina
$1.23M