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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
EL
1726
Essex LLC
Illinois
$780K
ACMA
1727
Arbor Capital Management (Alaska)
Alaska
$778K
RCA
1728
Roberts Capital Advisors
Colorado
$773K
ECA
1729
Elevated Capital Advisors
Utah
$773K
MFG
1730
Mainsail Financial Group
Washington
$772K
FC
1731
Fore Capital
New York
$770K
CLA
1732
Carnegie Lake Advisors
New Jersey
$769K
HBW
1733
Hazlett, Burt & Watson
West Virginia
$768K
NL
1734
NVWM LLC
Pennsylvania
$766K
MIC
1735
Meridian Investment Counsel
California
$766K
MCWA
1736
Meadow Creek Wealth Advisors
Georgia
$763K
MPWS
1737
McCarter Private Wealth Services
Massachusetts
$763K
B
1738
Barings
North Carolina
$762K
BWA
1739
Blodgett Wealth Advisors
California
$761K
1IA
1740
1834 Investment Advisors
Wisconsin
$758K
RF
1741
Roxbury Financial
New Jersey
$758K
BA
1742
Bristlecone Advisors
Washington
$757K
ARMT
1743
Amica Retiree Medical Trust
Rhode Island
$755K
SRC
1744
Sage Rhino Capital
California
$754K
AHIA
1745
Andrew Hill Investment Advisors
Florida
$753K
GSIAS
1746
Garden State Investment Advisory Services
New Jersey
$751K
GI
1747
GAMCO Investors
Connecticut
$742K
RBC
1748
Romano Brothers & Co
Illinois
$741K
BTW
1749
Boston Trust Walden
Massachusetts
$740K
NPA
1750
Nichols & Pratt Advisers
Massachusetts
$738K