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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
EFG
1501
Everhart Financial Group
Ohio
$1.18M
AFAS
1502
Acorn Financial Advisory Services
Virginia
$1.17M
PBT
1503
Pictet Bank & Trust
Bahamas
$1.17M
MFP
1504
Meridian Financial Partners
Virginia
$1.17M
SIA
1505
Soltis Investment Advisors
Utah
$1.17M
HSA
1506
HBK Sorce Advisory
Pennsylvania
$1.17M
ICP
1507
Interchange Capital Partners
Pennsylvania
$1.16M
FCM
1508
Fire Capital Management
California
$1.16M
ACP
1509
Argyle Capital Partners
California
$1.16M
AF
1510
Aviso Financial
Ontario, Canada
$1.16M
LPAM
1511
Lodestar Private Asset Management
California
$1.16M
AWM
1512
Angeles Wealth Management
California
$1.16M
RP
1513
Raelipskie Partnership
Ontario, Canada
$1.16M
DWM
1514
Drive Wealth Management
Utah
$1.15M
EPIME
1515
Evelyn Partners Investment Management (Europe)
$1.15M
IIC
1516
Ironwood Investment Counsel
Arizona
$1.15M
TBC
1517
Ted Buchan & Co
California
$1.15M
HPC
1518
HM Payson & Co
Maine
$1.15M
BF
1519
bLong Financial
Tennessee
$1.15M
SP
1520
Stonebrook Private
Michigan
$1.15M
GCM
1521
Geneva Capital Management
Wisconsin
$1.14M
CAG
1522
Cypress Advisory Group
Arizona
$1.14M
WRPWM
1523
Werba Rubin Papier Wealth Management
California
$1.14M
CFG
1524
Chapman Financial Group
Hawaii
$1.14M
QWP
1525
Quotient Wealth Partners
Texas
$1.13M