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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
YP
1826
YANKCOM Partnership
South Dakota
$659K
TCM
1827
Tandem Capital Management
New Jersey
$658K
ACI
1828
Alpha Cubed Investments
California
$656K
LA
1829
Legacy Advisors
Pennsylvania
$654K
FFA
1830
First Foundation Advisors
California
$650K
CNBTD
1831
Citizens National Bank Trust Department
Mississippi
$648K
WPWM
1832
Western Pacific Wealth Management
Illinois
$648K
CA
1833
Claro Advisors
Massachusetts
$648K
Fayez Sarofim & Co
1834
Fayez Sarofim & Co
Texas
$647K
AAMU
1835
AEGON Asset Management (UK)
United Kingdom
$647K
BI
1836
BlueSpruce Investments
Illinois
$647K
OL
1837
OneFund LLC
Florida
$641K
AT
1838
Avalon Trust
New Mexico
$638K
FSA
1839
Financial Sense Advisors
California
$637K
EWM
1840
Evermay Wealth Management
Virginia
$637K
RFN
1841
Redwood Financial Network
Ohio
$637K
SFI
1842
SPC Financial Inc
Maryland
$637K
WPW
1843
Watershed Private Wealth
Illinois
$636K
KAM
1844
Karani Asset Management
New York
$636K
KIM
1845
Kestra Investment Management
Texas
$635K
NWMG
1846
National Wealth Management Group
Ohio
$634K
CWM
1847
Cabot Wealth Management
Massachusetts
$634K
PFBT
1848
Parkside Financial Bank & Trust
Missouri
$634K
CRWM
1849
Castle Rock Wealth Management
California
$633K
SPWG
1850
Sage Private Wealth Group
Illinois
$630K