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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
OWP
1626
Obermeyer Wealth Partners
Colorado
$962K
SCI
1627
Stableford Capital II
Arizona
$957K
BLFG
1628
Brian Low Financial Group
Louisiana
$956K
BCM
1629
BluePath Capital Management
Georgia
$954K
SWM
1630
Spire Wealth Management
Virginia
$954K
CIA
1631
Cape Investment Advisory
Georgia
$948K
MYLI
1632
Meiji Yasuda Life Insurance
Japan
$946K
MCA
1633
Magnolia Capital Advisors
Mississippi
$946K
CFMC
1634
Curbstone Financial Management Corp
New Hampshire
$942K
CAM
1635
Cidel Asset Management
Ontario, Canada
$937K
QIM
1636
Quest Investment Management
Oregon
$933K
DCM
1637
Dudley Capital Management
Virginia
$932K
BIA
1638
Benchmark Investment Advisors
Illinois
$932K
SS
1639
Sunbelt Securities
Texas
$930K
BIM
1640
Bridges Investment Management
Nebraska
$930K
FFM
1641
Fullerton Fund Management
Singapore
$929K
3IP
1642
3Chopt Investment Partners
Virginia
$928K
OM
1643
OV Management
Minnesota
$926K
AA
1644
ABC Arbitrage
France
$926K
PA
1645
Probity Advisors
Texas
$922K
TC
1646
TwinBeech Capital
New York
$919K
SFA
1647
Souders Financial Advisors
Ohio
$916K
MTWM
1648
Masso Torrence Wealth Management
New Jersey
$916K
AA
1649
Advisory Alpha
Michigan
$915K
EWA
1650
Etesian Wealth Advisors
Oregon
$915K