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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
CAM
1626
Cidel Asset Management
Ontario, Canada
$937K
QIM
1627
Quest Investment Management
Oregon
$933K
DCM
1628
Dudley Capital Management
Virginia
$932K
BIA
1629
Benchmark Investment Advisors
Illinois
$932K
SS
1630
Sunbelt Securities
Texas
$930K
BIM
1631
Bridges Investment Management
Nebraska
$930K
FFM
1632
Fullerton Fund Management
Singapore
$929K
3IP
1633
3Chopt Investment Partners
Virginia
$928K
OM
1634
OV Management
Minnesota
$926K
AA
1635
ABC Arbitrage
France
$926K
PA
1636
Probity Advisors
Texas
$922K
TC
1637
TwinBeech Capital
New York
$919K
SFA
1638
Souders Financial Advisors
Ohio
$916K
MTWM
1639
Masso Torrence Wealth Management
New Jersey
$916K
AA
1640
Advisory Alpha
Michigan
$915K
EWA
1641
Etesian Wealth Advisors
Oregon
$915K
BA
1642
Birinyi Associates
Connecticut
$914K
BO
1643
Bank OZK
Arkansas
$913K
UIM
1644
Unified Investment Management
Georgia
$908K
SIG
1645
Sky Investment Group
Connecticut
$907K
IPAM
1646
Investment Partners Asset Management
New Jersey
$905K
TPI
1647
Trust Point Inc
Wisconsin
$905K
KA
1648
Klingman & Associates
New York
$902K
LIA
1649
Limestone Investment Advisors
New York
$902K
CBTWT
1650
Community Bank & Trust (Waco, Texas)
Texas
$898K