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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
HPC
1526
HM Payson & Co
Maine
$1.15M
BF
1527
bLong Financial
Tennessee
$1.15M
SP
1528
Stonebrook Private
Michigan
$1.15M
GCM
1529
Geneva Capital Management
Wisconsin
$1.14M
CAG
1530
Cypress Advisory Group
Arizona
$1.14M
WRPWM
1531
Werba Rubin Papier Wealth Management
California
$1.14M
CFG
1532
Chapman Financial Group
Hawaii
$1.14M
QWP
1533
Quotient Wealth Partners
Texas
$1.13M
MBT
1534
Montecito Bank & Trust
California
$1.13M
RAM
1535
Redmond Asset Management
Virginia
$1.13M
LCGC
1536
Legacy Capital Group California
California
$1.13M
LPT
1537
Legacy Private Trust
Wisconsin
$1.12M
RCAG
1538
Rehmann Capital Advisory Group
Michigan
$1.12M
PL
1539
Plancorp LLC
Missouri
$1.12M
NA
1540
Navellier & Associates
Nevada
$1.12M
FUBT
1541
First United Bank & Trust
Maryland
$1.11M
GITFIT
1542
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.1M
AIM
1543
Anchor Investment Management
South Carolina
$1.1M
GWSG
1544
GPS Wealth Strategies Group
Colorado
$1.1M
HDA
1545
Harold Davidson & Associates
California
$1.1M
MLL
1546
Moody Lynn & Lieberson
Massachusetts
$1.1M
EB
1547
Emprise Bank
Kansas
$1.1M
DP
1548
Dearborn Partners
Illinois
$1.1M
PCG
1549
PFC Capital Group
California
$1.09M
SC
1550
Sapient Capital
Indiana
$1.09M