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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
OWA
1601
Octavia Wealth Advisors
Ohio
$993K
SFG
1602
Shum Financial Group
California
$993K
AWA
1603
Arete Wealth Advisors
Illinois
$990K
NDSI
1604
Newman Dignan & Sheerar Inc
Rhode Island
$988K
TPWA
1605
Twin Peaks Wealth Advisors
California
$987K
WFI
1606
West Family Investments
California
$987K
AL
1607
Aspiriant LLC
California
$984K
SIC
1608
Salem Investment Counselors
North Carolina
$982K
FBFS
1609
First Business Financial Services
Wisconsin
$981K
CMTU
1610
Capital Markets Trading (UK)
United Kingdom
$979K
FFN
1611
Focus Financial Network
Minnesota
$972K
PR
1612
Payden & Rygel
California
$972K
LCM
1613
LCM Capital Management
Illinois
$967K
GWS
1614
Greykasell Wealth Strategies
California
$967K
BWP
1615
BSW Wealth Partners
Colorado
$967K
KCFA
1616
Key Client Fiduciary Advisors
New Jersey
$962K
NSIM
1617
North Star Investment Management
Illinois
$962K
OWP
1618
Obermeyer Wealth Partners
Colorado
$962K
SCI
1619
Stableford Capital II
Arizona
$957K
BLFG
1620
Brian Low Financial Group
Louisiana
$956K
SWM
1621
Spire Wealth Management
Virginia
$954K
CIA
1622
Cape Investment Advisory
Georgia
$948K
MYLI
1623
Meiji Yasuda Life Insurance
Japan
$946K
MCA
1624
Magnolia Capital Advisors
Mississippi
$946K
CFMC
1625
Curbstone Financial Management Corp
New Hampshire
$942K