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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
RI
1926
Ridgewood Investments
New Jersey
$542K
1CP
1927
17 Capital Partners
Arizona
$542K
GSB
1928
Greenfield Savings Bank
Massachusetts
$541K
PFA
1929
Pure Financial Advisors
California
$538K
RZH
1930
Relyea Zuckerberg Hanson
Connecticut
$537K
GWM
1931
Gibbs Wealth Management
Georgia
$536K
CIM
1932
CIM Investment Management
Pennsylvania
$536K
WCM
1933
Windsor Capital Management
Arizona
$535K
SCI
1934
Silver Coast Investments
United States
$532K
GCP
1935
GSA Capital Partners
United Kingdom
$529K
CA
1936
CoreCap Advisors
Michigan
$525K
IA
1937
IFG Advisors
Missouri
$525K
CPC
1938
Cookson Peirce & Co
Pennsylvania
$525K
MAM
1939
Meeder Asset Management
Ohio
$523K
LIM
1940
Leavell Investment Management
Alabama
$522K
AWM
1941
Accurate Wealth Management
Florida
$522K
LSA
1942
Lion Street Advisors
Texas
$520K
ST
1943
Somerset Trust
Pennsylvania
$520K
PWPS
1944
Pinnacle Wealth Planning Services
Ohio
$519K
SWP
1945
Semus Wealth Partners
Florida
$517K
PWS
1946
Peterson Wealth Services
Utah
$516K
CRI
1947
Colonial River Investments
Virginia
$516K
WBCM
1948
Wilson & Boucher Capital Management
California
$515K
BW
1949
BXM Wealth
Colorado
$515K
SAA
1950
Southeast Asset Advisors
Georgia
$514K