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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
CS
1676
Crescent Sterling
Louisiana
$868K
BC
1677
Burney Company
Virginia
$865K
IA
1678
Integrity Alliance
Iowa
$864K
SC
1679
Sierra Capital
Florida
$864K
DWAM
1680
Duncan Williams Asset Management
Tennessee
$863K
LAIC
1681
Lederer & Associates Investment Counsel
California
$861K
WPW
1682
Waldron Private Wealth
Pennsylvania
$860K
GBT
1683
Grove Bank & Trust
Florida
$857K
IIC
1684
Integrated Investment Consultants
Michigan
$856K
EI
1685
Ecofi Investissements
France
$853K
CCA
1686
Childress Capital Advisors
Texas
$853K
AWM
1687
Aviso Wealth Management
Washington
$852K
OPW
1688
Oxler Private Wealth
New York
$851K
SPF
1689
South Plains Financial
Texas
$850K
TSW
1690
Three Seasons Wealth
Utah
$850K
AWAG
1691
ARS Wealth Advisors Group
Florida
$847K
HCM
1692
Howland Capital Management
Massachusetts
$845K
WAM
1693
Weiss Asset Management
Massachusetts
$845K
AWM
1694
Aprio Wealth Management
Georgia
$842K
SW
1695
Simplicity Wealth
New Jersey
$839K
OIM
1696
Oder Investment Management
California
$837K
SCA
1697
STALEY CAPITAL ADVISERS
Pennsylvania
$837K
CSPIA
1698
Cary Street Partners Investment Advisory
Virginia
$835K
XT
1699
XTX Topco
Cayman Islands
$832K
KSB
1700
Kennebec Savings Bank
Maine
$832K