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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
RC
1851
Rovin Capital
Arizona
$620K
W
1852
WealthCollab
Washington
$619K
MWM
1853
Modern Wealth Management
Kansas
$617K
CCA
1854
Coign Capital Advisors
Utah
$616K
EWM
1855
Elite Wealth Management
Washington
$616K
HNB
1856
Hilltop National Bank
Wyoming
$614K
UWP
1857
Uniting Wealth Partners
Kansas
$612K
CSA
1858
Cornerstone Select Advisors
Missouri
$609K
FWCM
1859
Ferguson Wellman Capital Management
Oregon
$609K
WCA
1860
Westover Capital Advisors
Delaware
$609K
CSB
1861
City State Bank
Iowa
$608K
JF
1862
Jump Financial
Illinois
$607K
CA
1863
Carson Advisory
Georgia
$606K
RMDI
1864
R.M. Davis Inc
Maine
$603K
MSR
1865
Main Street Research
Connecticut
$597K
KA
1866
Kozak & Associates
Colorado
$596K
SI
1867
Severin Investments
Missouri
$594K
SCP
1868
Sivia Capital Partners
California
$594K
IWN
1869
Independent Wealth Network
Iowa
$594K
CPW
1870
Catalyst Private Wealth
California
$593K
BFS
1871
BridgePort Financial Solutions
Iowa
$593K
FFO
1872
Fortitude Family Office
Arizona
$590K
PA
1873
Persium Advisors
Georgia
$589K
SIM
1874
Sentry Investment Management
Wisconsin
$588K
MS
1875
Mizuho Securities
Japan
$588K