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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
NF
1751
Nvest Financial
New Hampshire
$736K
PHIC
1752
Pine Haven Investment Counsel
Massachusetts
$736K
QC
1753
Quent Capital
New York
$736K
CAG
1754
Csenge Advisory Group
Florida
$735K
RPGK
1755
Retirement Planning Group (Kansas)
Kansas
$732K
CCP
1756
Carmel Capital Partners
California
$729K
RS
1757
Rakuten Securities
Japan
$729K
WIM
1758
Waverton Investment Management
United Kingdom
$728K
APW
1759
Austin Private Wealth
Texas
$728K
WGC
1760
Watts Gwilliam & Co
Arizona
$726K
CWM
1761
Calamos Wealth Management
Illinois
$725K
NIWA
1762
New Insight Wealth Advisors
California
$725K
IHL
1763
Investment House LLC
California
$723K
PCP
1764
Perbak Capital Partners
United Kingdom
$718K
WSA
1765
Warm Springs Advisors
California
$712K
PWM
1766
Prentice Wealth Management
New York
$711K
RIG
1767
RiverFront Investment Group
Virginia
$711K
CWM
1768
Concentrum Wealth Management
California
$709K
WFA
1769
WJ Financial Advisors
Connecticut
$708K
FMLI
1770
Fukoku Mutual Life Insurance
Japan
$706K
FWA
1771
Flagship Wealth Advisors
Massachusetts
$704K
CCFM
1772
Clear Creek Financial Management
Washington
$704K
FCBT
1773
First Citizens Bank & Trust
North Carolina
$702K
CWS
1774
Cypress Wealth Services
California
$699K
FWP
1775
Forefront Wealth Partners
Texas
$699K