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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
MMG
1726
Monetary Management Group
Missouri
$792K
MAWA
1727
Moss Adams Wealth Advisors
Washington
$791K
FB
1728
First Bancorp
Maine
$788K
WC
1729
Westerkirk Capital
$786K
TP
1730
Tranquility Partners
Tennessee
$786K
WAAG
1731
Wealth Alliance Advisory Group
Kansas
$786K
GCM
1732
Gallacher Capital Management
Colorado
$785K
GAG
1733
GM Advisory Group
New York
$782K
XF
1734
XML Financial
Maryland
$781K
AFM
1735
Abbot Financial Management
Massachusetts
$781K
EL
1736
Essex LLC
Illinois
$780K
ACMA
1737
Arbor Capital Management (Alaska)
Alaska
$778K
RCA
1738
Roberts Capital Advisors
Colorado
$773K
ECA
1739
Elevated Capital Advisors
Utah
$773K
MFG
1740
Mainsail Financial Group
Washington
$772K
FC
1741
Fore Capital
New York
$770K
CLA
1742
Carnegie Lake Advisors
New Jersey
$769K
HBW
1743
Hazlett, Burt & Watson
West Virginia
$768K
NL
1744
NVWM LLC
Pennsylvania
$766K
MIC
1745
Meridian Investment Counsel
California
$766K
MCWA
1746
Meadow Creek Wealth Advisors
Georgia
$763K
MPWS
1747
McCarter Private Wealth Services
Massachusetts
$763K
B
1748
Barings
North Carolina
$762K
BWA
1749
Blodgett Wealth Advisors
California
$761K
1IA
1750
1834 Investment Advisors
Wisconsin
$758K