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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
FAFN
1701
First Affirmative Financial Network
Colorado
$831K
TAM
1702
Trillium Asset Management
Massachusetts
$831K
FSBI
1703
Fearless Solutions (Best Invest)
Texas
$831K
PSP
1704
Principal Street Partners
Tennessee
$831K
VI
1705
Versor Investments
New York
$830K
NHC
1706
Nicholas Hoffman & Company
Georgia
$829K
PCM
1707
Pointe Capital Management
Michigan
$828K
PFG
1708
Putney Financial Group
California
$827K
AC
1709
AXQ Capital
New Jersey
$826K
KIA
1710
Kraematon Investment Advisors
Massachusetts
$822K
HFA
1711
Hutchinson Financial Advisors
Virginia
$820K
CNTOF
1712
Canandaigua National Trust of Florida
New York
$820K
SGI
1713
Summit Global Investments
Utah
$818K
FFS
1714
Founders Financial Securities
Maryland
$815K
BCM
1715
BTC Capital Management
Iowa
$812K
Hudson Bay Capital Management
1716
Hudson Bay Capital Management
Connecticut
$811K
CF
1717
Cyr Financial
Illinois
$809K
GAA
1718
Global Assets Advisory
Florida
$808K
MIM
1719
Moseley Investment Management
Florida
$799K
EMC
1720
Everest Management Corp
California
$799K
HIC
1721
Holderness Investments Company
North Carolina
$797K
EPIMS
1722
Evelyn Partners Investment Management Services
$796K
AGP
1723
Aspire Growth Partners
Florida
$795K
PFWA
1724
Paces Ferry Wealth Advisors
Georgia
$795K
APW
1725
Aventura Private Wealth
Florida
$792K