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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
PWM
1776
Prentice Wealth Management
New York
$711K
RIG
1777
RiverFront Investment Group
Virginia
$711K
CWM
1778
Concentrum Wealth Management
California
$709K
WFA
1779
WJ Financial Advisors
Connecticut
$708K
FMLI
1780
Fukoku Mutual Life Insurance
Japan
$706K
FWA
1781
Flagship Wealth Advisors
Massachusetts
$704K
CCFM
1782
Clear Creek Financial Management
Washington
$704K
FCBT
1783
First Citizens Bank & Trust
North Carolina
$702K
CWS
1784
Cypress Wealth Services
California
$699K
FWP
1785
Forefront Wealth Partners
Texas
$699K
HI
1786
Harbour Investments
Wisconsin
$699K
HIF
1787
Hill Island Financial
Michigan
$699K
GDP
1788
Great Diamond Partners
Maine
$697K
AFT
1789
Alpha Family Trust
California
$696K
I
1790
InceptionR
California
$694K
BCM
1791
Bienville Capital Management
New York
$694K
WAOI
1792
Wealth Advisors of Iowa
Iowa
$694K
PWP
1793
Phillips Wealth Planners
Mississippi
$692K
FA
1794
Fiduciary Alliance
South Carolina
$692K
WPC
1795
White Pine Capital
Minnesota
$690K
BA
1796
Bridgewater Advisors
New York
$690K
RWA
1797
Rooted Wealth Advisors
Illinois
$690K
KC
1798
Knuff & Co
California
$689K
MFC
1799
Mechanics Financial Corp
Ohio
$688K
SFS
1800
Stiles Financial Services
Minnesota
$687K