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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
RF
1751
Roxbury Financial
New Jersey
$758K
BA
1752
Bristlecone Advisors
Washington
$757K
ARMT
1753
Amica Retiree Medical Trust
Rhode Island
$755K
SRC
1754
Sage Rhino Capital
California
$754K
AHIA
1755
Andrew Hill Investment Advisors
Florida
$753K
GSIAS
1756
Garden State Investment Advisory Services
New Jersey
$751K
GI
1757
GAMCO Investors
Connecticut
$742K
RBC
1758
Romano Brothers & Co
Illinois
$741K
BTW
1759
Boston Trust Walden
Massachusetts
$740K
NPA
1760
Nichols & Pratt Advisers
Massachusetts
$738K
NF
1761
Nvest Financial
New Hampshire
$736K
PHIC
1762
Pine Haven Investment Counsel
Massachusetts
$736K
QC
1763
Quent Capital
New York
$736K
CAG
1764
Csenge Advisory Group
Florida
$735K
RPGK
1765
Retirement Planning Group (Kansas)
Kansas
$732K
CCP
1766
Carmel Capital Partners
California
$729K
RS
1767
Rakuten Securities
Japan
$729K
WIM
1768
Waverton Investment Management
United Kingdom
$728K
APW
1769
Austin Private Wealth
Texas
$728K
WGC
1770
Watts Gwilliam & Co
Arizona
$726K
CWM
1771
Calamos Wealth Management
Illinois
$725K
NIWA
1772
New Insight Wealth Advisors
California
$725K
IHL
1773
Investment House LLC
California
$723K
PCP
1774
Perbak Capital Partners
United Kingdom
$718K
WSA
1775
Warm Springs Advisors
California
$712K