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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
ATS
1476
Ashton Thomas Securities
New York
$1.25M
GCM
1477
GKV Capital Management
California
$1.24M
FAM
1478
Fairtree Asset Management
South Africa
$1.24M
TAFW
1479
Tred Avon Family Wealth
Maryland
$1.24M
HFRG
1480
Houlihan Financial Resource Group
Virginia
$1.24M
RB
1481
Renasant Bank
Mississippi
$1.24M
TAI
1482
Terra Alpha Investments
District of Columbia
$1.24M
AWMT
1483
AAFMAA Wealth Management & Trust
North Carolina
$1.23M
PJSIMP
1484
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M
OPTFSNA
1485
Old Point Trust & Financial Services N A
Virginia
$1.23M
AAM
1486
Alphadyne Asset Management
New York
$1.23M
CPA
1487
Capital Performance Advisors
California
$1.23M
FMTC
1488
Farmers & Merchants Trust Company
California
$1.22M
Group One Trading
1489
Group One Trading
Illinois
$1.22M
SWA
1490
Sax Wealth Advisors
New Jersey
$1.21M
1M
1491
1248 Management
Missouri
$1.21M
CPBTD
1492
Central Pacific Bank - Trust Division
Hawaii
$1.21M
IWA
1493
Invera Wealth Advisors
Oregon
$1.21M
B
1494
Birchbrook
Maine
$1.2M
ACM
1495
Allred Capital Management
Texas
$1.2M
NCFG
1496
New Century Financial Group
New Jersey
$1.2M
BF
1497
Brucke Financial
Indiana
$1.2M
WIM
1498
Westside Investment Management
California
$1.2M
Financial Engines Advisors
1499
Financial Engines Advisors
California
$1.2M
VAM
1500
Virtue Asset Management
Illinois
$1.19M