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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
OWP
1876
ORG Wealth Partners
Texas
$586K
SMA
1877
Seven Mile Advisory
New Jersey
$586K
FFO
1878
Fiduciary Family Office
Florida
$586K
VCM
1879
Virtue Capital Management
Tennessee
$585K
CIAS
1880
Capital Investment Advisory Services
North Carolina
$583K
FWP
1881
FAS Wealth Partners
Kansas
$582K
CT
1882
Clearstead Trust
Maine
$581K
KOC
1883
Koss-Olinger Consulting
Florida
$581K
ACGA
1884
Atlanta Consulting Group Advisors
Georgia
$580K
KCIC
1885
Kuhn & Co Investment Counsel
Illinois
$579K
CUAMC
1886
China Universal Asset Management Company
China
$579K
LIG
1887
Lokken Investment Group
Delaware
$577K
ST
1888
Smithfield Trust
Pennsylvania
$576K
FEG
1889
Financial Enhancement Group
Indiana
$576K
HHRDM
1890
H&H Retirement Design & Management
Nevada
$574K
IC
1891
Inscription Capital
Texas
$573K
UAG
1892
United Advisor Group
Ohio
$570K
Kayne Anderson Rudnick Investment Management
1893
Kayne Anderson Rudnick Investment Management
California
$567K
SOS
1894
Silver Oak Securities
Tennessee
$566K
GWM
1895
Greenwich Wealth Management
Connecticut
$565K
MEG
1896
Millstone Evans Group
Colorado
$565K
APW
1897
Axim Planning & Wealth
Ohio
$564K
PWM
1898
Purus Wealth Management
California
$560K
AG
1899
AmeriFlex Group
Nevada
$558K
CM
1900
Capula Management
Cayman Islands
$557K