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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
FC
1551
Fairscale Capital
New Hampshire
$1.09M
PA
1552
PFG Advisors
Arizona
$1.09M
VBCG
1553
Valley Brook Capital Group
Pennsylvania
$1.09M
BAM
1554
Bosun Asset Management
Illinois
$1.09M
KHCM
1555
Kirtland Hills Capital Management
Ohio
$1.09M
BOM
1556
Bank of Marin
California
$1.09M
GLAM
1557
Gardner Lewis Asset Management
Pennsylvania
$1.08M
DS
1558
DRW Securities
Illinois
$1.08M
PWM
1559
Palacios Wealth Management
Florida
$1.08M
FAM
1560
Formidable Asset Management
Ohio
$1.08M
PCG
1561
Prosperity Consulting Group
Maryland
$1.08M
DIM
1562
Delta Investment Management
California
$1.08M
ESB
1563
Essex Savings Bank
Connecticut
$1.07M
KFI
1564
Key Financial Inc
Pennsylvania
$1.07M
GIM
1565
Generali Investments Management
Slovenia
$1.07M
PCM
1566
Prana Capital Management
Connecticut
$1.07M
MA
1567
MONECO Advisors
Connecticut
$1.06M
SIC
1568
Sterling Investment Counsel
New York
$1.06M
OCM
1569
Orion Capital Management
California
$1.06M
TSS
1570
Two Sigma Securities
New York
$1.06M
IWA
1571
Icon Wealth Advisors
Texas
$1.06M
CWAF
1572
Core Wealth Advisors (Florida)
Florida
$1.06M
TBT
1573
Texas Bank & Trust
Texas
$1.06M
CWM
1574
Cornerstone Wealth Management
Missouri
$1.05M
AF
1575
Aldebaran Financial
$1.05M