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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
GFP
1801
Gryphon Financial Partners
Ohio
$676K
CC
1802
Copperleaf Capital
North Carolina
$676K
WI
1803
WrapManager Inc
California
$676K
BWM
1804
Baron Wealth Management
Michigan
$675K
FC
1805
Fjell Capital
North Dakota
$675K
SC
1806
Saiph Capital
New Jersey
$672K
SCI
1807
S&CO Inc
Massachusetts
$672K
CA
1808
Crumly & Associates
Illinois
$672K
CH
1809
Cromwell Holdings
Wyoming
$670K
ST
1810
Sageworth Trust
Pennsylvania
$669K
RWM
1811
Riverbend Wealth Management
South Carolina
$668K
SB
1812
Sunflower Bank
Texas
$666K
IAIM
1813
International Assets Investment Management
Florida
$662K
MWM
1814
Maridea Wealth Management
New York
$662K
MSWM
1815
McGlone Suttner Wealth Management
Wisconsin
$660K
YP
1816
YANKCOM Partnership
South Dakota
$659K
TCM
1817
Tandem Capital Management
New Jersey
$658K
ACI
1818
Alpha Cubed Investments
California
$656K
LA
1819
Legacy Advisors
Pennsylvania
$654K
FFA
1820
First Foundation Advisors
California
$650K
CNBTD
1821
Citizens National Bank Trust Department
Mississippi
$648K
WPWM
1822
Western Pacific Wealth Management
Illinois
$648K
CA
1823
Claro Advisors
Massachusetts
$648K
Fayez Sarofim & Co
1824
Fayez Sarofim & Co
Texas
$647K
AAMU
1825
AEGON Asset Management (UK)
United Kingdom
$647K