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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
HI
1776
Harbour Investments
Wisconsin
$699K
HIF
1777
Hill Island Financial
Michigan
$699K
GDP
1778
Great Diamond Partners
Maine
$697K
AFT
1779
Alpha Family Trust
California
$696K
I
1780
InceptionR
California
$694K
BCM
1781
Bienville Capital Management
New York
$694K
WAOI
1782
Wealth Advisors of Iowa
Iowa
$694K
PWP
1783
Phillips Wealth Planners
Mississippi
$692K
FA
1784
Fiduciary Alliance
South Carolina
$692K
WPC
1785
White Pine Capital
Minnesota
$690K
BA
1786
Bridgewater Advisors
New York
$690K
RWA
1787
Rooted Wealth Advisors
Illinois
$690K
KC
1788
Knuff & Co
California
$689K
MFC
1789
Mechanics Financial Corp
Ohio
$688K
SFS
1790
Stiles Financial Services
Minnesota
$687K
FA
1791
Fountainhead AM
New Jersey
$684K
SIA
1792
SGL Investment Advisors
Montana
$684K
EHWM
1793
Eads & Heald Wealth Management
Georgia
$683K
ZIG
1794
Zullo Investment Group
Pennsylvania
$682K
GCM
1795
Gladius Capital Management
Illinois
$681K
TGAM
1796
TBH Global Asset Management
Tennessee
$680K
MQWP
1797
Morey & Quinn Wealth Partners
Nebraska
$680K
DLHL
1798
Donald L. Hagan LLC
Florida
$679K
AWM
1799
Aries Wealth Management
Maine
$679K
CWG
1800
Cornerstone Wealth Group
North Carolina
$677K