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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
CWG
1851
Crown Wealth Group
North Carolina
$628K
PTP
1852
Platform Technology Partners
New York
$628K
BW
1853
BIP Wealth
Georgia
$628K
MA
1854
Montag & Associates
Georgia
$626K
VCA
1855
Verdence Capital Advisors
Maryland
$625K
AWA
1856
AGH Wealth Advisors
Kansas
$624K
MFA
1857
Mayflower Financial Advisors
Massachusetts
$624K
RGC
1858
Roberts, Glore & Co
Illinois
$622K
RFP
1859
Root Financial Partners
California
$622K
TC
1860
TownSquare Capital
Utah
$621K
RC
1861
Rovin Capital
Arizona
$620K
W
1862
WealthCollab
Washington
$619K
MWM
1863
Modern Wealth Management
Kansas
$617K
CCA
1864
Coign Capital Advisors
Utah
$616K
EWM
1865
Elite Wealth Management
Washington
$616K
HNB
1866
Hilltop National Bank
Wyoming
$614K
UWP
1867
Uniting Wealth Partners
Kansas
$612K
CSA
1868
Cornerstone Select Advisors
Missouri
$609K
FWCM
1869
Ferguson Wellman Capital Management
Oregon
$609K
WCA
1870
Westover Capital Advisors
Delaware
$609K
CSB
1871
City State Bank
Iowa
$608K
JF
1872
Jump Financial
Illinois
$607K
CA
1873
Carson Advisory
Georgia
$606K
RMDI
1874
R.M. Davis Inc
Maine
$603K
MSR
1875
Main Street Research
Connecticut
$597K