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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
MBT
1526
Montecito Bank & Trust
California
$1.13M
RAM
1527
Redmond Asset Management
Virginia
$1.13M
LCGC
1528
Legacy Capital Group California
California
$1.13M
LPT
1529
Legacy Private Trust
Wisconsin
$1.12M
RCAG
1530
Rehmann Capital Advisory Group
Michigan
$1.12M
PL
1531
Plancorp LLC
Missouri
$1.12M
NA
1532
Navellier & Associates
Nevada
$1.12M
FUBT
1533
First United Bank & Trust
Maryland
$1.11M
GITFIT
1534
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.1M
AIM
1535
Anchor Investment Management
South Carolina
$1.1M
GWSG
1536
GPS Wealth Strategies Group
Colorado
$1.1M
HDA
1537
Harold Davidson & Associates
California
$1.1M
MLL
1538
Moody Lynn & Lieberson
Massachusetts
$1.1M
EB
1539
Emprise Bank
Kansas
$1.1M
DP
1540
Dearborn Partners
Illinois
$1.1M
PCG
1541
PFC Capital Group
California
$1.09M
SC
1542
Sapient Capital
Indiana
$1.09M
FC
1543
Fairscale Capital
New Hampshire
$1.09M
PA
1544
PFG Advisors
Arizona
$1.09M
VBCG
1545
Valley Brook Capital Group
Pennsylvania
$1.09M
BAM
1546
Bosun Asset Management
Illinois
$1.09M
KHCM
1547
Kirtland Hills Capital Management
Ohio
$1.09M
BOM
1548
Bank of Marin
California
$1.09M
GLAM
1549
Gardner Lewis Asset Management
Pennsylvania
$1.08M
DS
1550
DRW Securities
Illinois
$1.08M