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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
HFA
1701
Hutchinson Financial Advisors
Virginia
$820K
CNTOF
1702
Canandaigua National Trust of Florida
New York
$820K
SGI
1703
Summit Global Investments
Utah
$818K
FFS
1704
Founders Financial Securities
Maryland
$815K
BCM
1705
BTC Capital Management
Iowa
$812K
Hudson Bay Capital Management
1706
Hudson Bay Capital Management
Connecticut
$811K
CF
1707
Cyr Financial
Illinois
$809K
GAA
1708
Global Assets Advisory
Florida
$808K
MIM
1709
Moseley Investment Management
Florida
$799K
EMC
1710
Everest Management Corp
California
$799K
HIC
1711
Holderness Investments Company
North Carolina
$797K
EPIMS
1712
Evelyn Partners Investment Management Services
$796K
AGP
1713
Aspire Growth Partners
Florida
$795K
PFWA
1714
Paces Ferry Wealth Advisors
Georgia
$795K
APW
1715
Aventura Private Wealth
Florida
$792K
MMG
1716
Monetary Management Group
Missouri
$792K
MAWA
1717
Moss Adams Wealth Advisors
Washington
$791K
FB
1718
First Bancorp
Maine
$788K
WC
1719
Westerkirk Capital
$786K
TP
1720
Tranquility Partners
Tennessee
$786K
WAAG
1721
Wealth Alliance Advisory Group
Kansas
$786K
GCM
1722
Gallacher Capital Management
Colorado
$785K
GAG
1723
GM Advisory Group
New York
$782K
XF
1724
XML Financial
Maryland
$781K
AFM
1725
Abbot Financial Management
Massachusetts
$781K