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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
LAM
1576
L2 Asset Management
Massachusetts
$1.03M
NJIM
1577
Nabity-Jensen Investment Management
Nebraska
$1.03M
CWA
1578
Crux Wealth Advisors
California
$1.03M
PG
1579
Prostatis Group
Maryland
$1.03M
QWM
1580
Quadcap Wealth Management
Texas
$1.03M
UCB
1581
United Community Bank
South Carolina
$1.02M
RBFC
1582
Roman Butler Fullerton & Co
Missouri
$1.02M
BIG
1583
Brookwood Investment Group
Arizona
$1.02M
WFAG
1584
Worth Financial Advisory Group
North Carolina
$1.02M
CFD
1585
Creative Financial Designs
Indiana
$1.02M
PMA
1586
Prudent Man Advisors
Illinois
$1.02M
LOIM
1587
Liberty One Investment Management
Illinois
$1.02M
BAM
1588
Byrne Asset Management
New Jersey
$1.02M
JFA
1589
JNBA Financial Advisors
Minnesota
$1.02M
IIM
1590
Ipswich Investment Management
Massachusetts
$1.02M
TCWA
1591
Turtle Creek Wealth Advisors
Texas
$1.01M
IQI
1592
Integrated Quantitative Investments
Washington
$1.01M
LAM
1593
LOM Asset Management
$1.01M
MMPW
1594
Mitchell McLeod Pugh & Williams
Alabama
$1.01M
WF
1595
WinCap Financial
Massachusetts
$1M
DA
1596
Doliver Advisors
Texas
$997K
MDA
1597
Minot DeBlois Advisors
Massachusetts
$997K
SSWM
1598
Strait & Sound Wealth Management
California
$996K
VA
1599
Valmark Advisers
Ohio
$995K
RMP
1600
Richards, Merrill & Peterson
Washington
$994K