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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
UAG
1901
United Advisor Group
Ohio
$570K
Kayne Anderson Rudnick Investment Management
1902
Kayne Anderson Rudnick Investment Management
California
$567K
SOS
1903
Silver Oak Securities
Tennessee
$566K
GWM
1904
Greenwich Wealth Management
Connecticut
$565K
MEG
1905
Millstone Evans Group
Colorado
$565K
APW
1906
Axim Planning & Wealth
Ohio
$564K
PWM
1907
Purus Wealth Management
California
$560K
AG
1908
AmeriFlex Group
Nevada
$558K
CM
1909
Capula Management
Cayman Islands
$557K
WA
1910
WBH Advisory
Maryland
$557K
IA
1911
IFG Advisory
Georgia
$556K
GS
1912
GTS Securities
New York
$552K
ZI
1913
ZEGA Investments
Florida
$552K
AO
1914
Advisor OS
Illinois
$551K
MFG
1915
Magnus Financial Group
New York
$551K
WAG
1916
Winthrop Advisory Group
Massachusetts
$551K
AIMA
1917
Ables Iannone Moore & Associates
Georgia
$549K
FFA
1918
Founders Financial Alliance
North Carolina
$549K
AWE
1919
Avidian Wealth Enterprises
Texas
$548K
TWM
1920
Trueblood Wealth Management
Ohio
$548K
DI
1921
Diligent Investors
California
$545K
VC
1922
Vestor Capital
Illinois
$545K
RIP
1923
RAM Investment Partners
Washington
$544K
VFG
1924
Victory Financial Group
Texas
$544K
BWM
1925
BankPlus Wealth Management
Mississippi
$544K