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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
AP
1501
Americana Partners
Texas
$1.19M
MFG
1502
MidWestOne Financial Group
Iowa
$1.19M
BDFN
1503
Bond & Devick Financial Network
Minnesota
$1.19M
KSCM
1504
Kamunting Street Capital Management
Florida
$1.19M
IIM
1505
Ironwood Investment Management
Massachusetts
$1.18M
GIP
1506
Granite Investment Partners
California
$1.18M
CT
1507
Chicago Trust
Illinois
$1.18M
AA
1508
Alta Advisers
United Kingdom
$1.18M
EFG
1509
Everhart Financial Group
Ohio
$1.18M
AFAS
1510
Acorn Financial Advisory Services
Virginia
$1.17M
PBT
1511
Pictet Bank & Trust
Bahamas
$1.17M
MFP
1512
Meridian Financial Partners
Virginia
$1.17M
SIA
1513
Soltis Investment Advisors
Utah
$1.17M
HSA
1514
HBK Sorce Advisory
Pennsylvania
$1.17M
ICP
1515
Interchange Capital Partners
Pennsylvania
$1.16M
FCM
1516
Fire Capital Management
California
$1.16M
ACP
1517
Argyle Capital Partners
California
$1.16M
AF
1518
Aviso Financial
Ontario, Canada
$1.16M
LPAM
1519
Lodestar Private Asset Management
California
$1.16M
AWM
1520
Angeles Wealth Management
California
$1.16M
RP
1521
Raelipskie Partnership
Ontario, Canada
$1.16M
DWM
1522
Drive Wealth Management
Utah
$1.15M
EPIME
1523
Evelyn Partners Investment Management (Europe)
$1.15M
IIC
1524
Ironwood Investment Counsel
Arizona
$1.15M
TBC
1525
Ted Buchan & Co
California
$1.15M