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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
BA
1651
Birinyi Associates
Connecticut
$914K
BO
1652
Bank OZK
Arkansas
$913K
UIM
1653
Unified Investment Management
Georgia
$908K
SIG
1654
Sky Investment Group
Connecticut
$907K
IPAM
1655
Investment Partners Asset Management
New Jersey
$905K
TPI
1656
Trust Point Inc
Wisconsin
$905K
NL
1657
NWAM LLC
Washington
$905K
KA
1658
Klingman & Associates
New York
$902K
LIA
1659
Limestone Investment Advisors
New York
$902K
CBTWT
1660
Community Bank & Trust (Waco, Texas)
Texas
$898K
GCA
1661
Gallagher Capital Advisors
Texas
$898K
A
1662
AlphaQuest
New York
$895K
DFG
1663
Demars Financial Group
Washington
$892K
TCPW
1664
Twin City Private Wealth
North Carolina
$892K
Polen Capital Management
1665
Polen Capital Management
Florida
$889K
A
1666
AustralianSuper
Australia
$889K
BB
1667
Burford Brothers
Texas
$887K
RIL
1668
Rothschild Investment LLC
Illinois
$887K
MCM
1669
Mattern Capital Management
Colorado
$885K
CWM
1670
Connecticut Wealth Management
Connecticut
$883K
PCS
1671
Personal CFO Solutions
New Jersey
$882K
CFG
1672
Carr Financial Group
Massachusetts
$881K
FFG
1673
Fiduciary Financial Group
California
$876K
CIG
1674
Cascade Investment Group
Colorado
$873K
TPW
1675
Transatlantique Private Wealth
New York
$872K