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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
GCP
1926
GSA Capital Partners
United Kingdom
$529K
CA
1927
CoreCap Advisors
Michigan
$525K
IA
1928
IFG Advisors
Missouri
$525K
CPC
1929
Cookson Peirce & Co
Pennsylvania
$525K
MAM
1930
Meeder Asset Management
Ohio
$523K
LIM
1931
Leavell Investment Management
Alabama
$522K
AWM
1932
Accurate Wealth Management
Florida
$522K
LSA
1933
Lion Street Advisors
Texas
$520K
ST
1934
Somerset Trust
Pennsylvania
$520K
PWPS
1935
Pinnacle Wealth Planning Services
Ohio
$519K
SWP
1936
Semus Wealth Partners
Florida
$517K
PWS
1937
Peterson Wealth Services
Utah
$516K
CRI
1938
Colonial River Investments
Virginia
$516K
WBCM
1939
Wilson & Boucher Capital Management
California
$515K
BW
1940
BXM Wealth
Colorado
$515K
SAA
1941
Southeast Asset Advisors
Georgia
$514K
NI
1942
Natural Investments
California
$513K
PWMAG
1943
Pinnacle Wealth Management Advisory Group
New Jersey
$512K
IWA
1944
IVC Wealth Advisors
Pennsylvania
$510K
HAM
1945
Harmony Asset Management
Arizona
$509K
PA
1946
Perennial Advisors
New York
$507K
WA
1947
Win Advisors
Florida
$507K
CT
1948
Colonial Trust
South Carolina
$507K
FWA
1949
FSM Wealth Advisors
Ohio
$506K
OFS
1950
OneAscent Financial Services
Alabama
$504K