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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
CBT
1576
Central Bank & Trust
Kentucky
$1.05M
BTWM
1577
Baker Tilly Wealth Management
Wisconsin
$1.05M
AWAU
1578
Alliance Wealth Advisors (Utah)
Utah
$1.05M
CB
1579
Cadence Bank
Mississippi
$1.05M
CWP
1580
Curated Wealth Partners
California
$1.04M
CIC
1581
Cornercap Investment Counsel
Georgia
$1.04M
GWANC
1582
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.04M
QPW
1583
Quantum Private Wealth
Florida
$1.04M
LAM
1584
L2 Asset Management
Massachusetts
$1.03M
NJIM
1585
Nabity-Jensen Investment Management
Nebraska
$1.03M
CWA
1586
Crux Wealth Advisors
California
$1.03M
PG
1587
Prostatis Group
Maryland
$1.03M
QWM
1588
Quadcap Wealth Management
Texas
$1.03M
UCB
1589
United Community Bank
South Carolina
$1.02M
RBFC
1590
Roman Butler Fullerton & Co
Missouri
$1.02M
BIG
1591
Brookwood Investment Group
Arizona
$1.02M
WFAG
1592
Worth Financial Advisory Group
North Carolina
$1.02M
CFD
1593
Creative Financial Designs
Indiana
$1.02M
PMA
1594
Prudent Man Advisors
Illinois
$1.02M
LOIM
1595
Liberty One Investment Management
Illinois
$1.02M
BAM
1596
Byrne Asset Management
New Jersey
$1.02M
JFA
1597
JNBA Financial Advisors
Minnesota
$1.02M
IIM
1598
Ipswich Investment Management
Massachusetts
$1.02M
TCWA
1599
Turtle Creek Wealth Advisors
Texas
$1.01M
IQI
1600
Integrated Quantitative Investments
Washington
$1.01M