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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
CCA
1676
Childress Capital Advisors
Texas
$853K
AWM
1677
Aviso Wealth Management
Washington
$852K
OPW
1678
Oxler Private Wealth
New York
$851K
SPF
1679
South Plains Financial
Texas
$850K
TSW
1680
Three Seasons Wealth
Utah
$850K
AWAG
1681
ARS Wealth Advisors Group
Florida
$847K
HCM
1682
Howland Capital Management
Massachusetts
$845K
WAM
1683
Weiss Asset Management
Massachusetts
$845K
AWM
1684
Aprio Wealth Management
Georgia
$842K
SW
1685
Simplicity Wealth
New Jersey
$839K
OIM
1686
Oder Investment Management
California
$837K
SCA
1687
STALEY CAPITAL ADVISERS
Pennsylvania
$837K
CSPIA
1688
Cary Street Partners Investment Advisory
Virginia
$835K
XT
1689
XTX Topco
Cayman Islands
$832K
KSB
1690
Kennebec Savings Bank
Maine
$832K
FAFN
1691
First Affirmative Financial Network
Colorado
$831K
TAM
1692
Trillium Asset Management
Massachusetts
$831K
FSBI
1693
Fearless Solutions (Best Invest)
Texas
$831K
PSP
1694
Principal Street Partners
Tennessee
$831K
VI
1695
Versor Investments
New York
$830K
NHC
1696
Nicholas Hoffman & Company
Georgia
$829K
PCM
1697
Pointe Capital Management
Michigan
$828K
PFG
1698
Putney Financial Group
California
$827K
AC
1699
AXQ Capital
New Jersey
$826K
KIA
1700
Kraematon Investment Advisors
Massachusetts
$822K