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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
GCA
1651
Gallagher Capital Advisors
Texas
$898K
A
1652
AlphaQuest
New York
$895K
DFG
1653
Demars Financial Group
Washington
$892K
TCPW
1654
Twin City Private Wealth
North Carolina
$892K
Polen Capital Management
1655
Polen Capital Management
Florida
$889K
A
1656
AustralianSuper
Australia
$889K
BB
1657
Burford Brothers
Texas
$887K
RIL
1658
Rothschild Investment LLC
Illinois
$887K
MCM
1659
Mattern Capital Management
Colorado
$885K
CWM
1660
Connecticut Wealth Management
Connecticut
$883K
PCS
1661
Personal CFO Solutions
New Jersey
$882K
CFG
1662
Carr Financial Group
Massachusetts
$881K
FFG
1663
Fiduciary Financial Group
California
$876K
CIG
1664
Cascade Investment Group
Colorado
$873K
TPW
1665
Transatlantique Private Wealth
New York
$872K
CS
1666
Crescent Sterling
Louisiana
$868K
BC
1667
Burney Company
Virginia
$865K
IA
1668
Integrity Alliance
Iowa
$864K
SC
1669
Sierra Capital
Florida
$864K
DWAM
1670
Duncan Williams Asset Management
Tennessee
$863K
LAIC
1671
Lederer & Associates Investment Counsel
California
$861K
WPW
1672
Waldron Private Wealth
Pennsylvania
$860K
GBT
1673
Grove Bank & Trust
Florida
$857K
IIC
1674
Integrated Investment Consultants
Michigan
$856K
EI
1675
Ecofi Investissements
France
$853K