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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
NI
1951
Natural Investments
California
$513K
PWMAG
1952
Pinnacle Wealth Management Advisory Group
New Jersey
$512K
IWA
1953
IVC Wealth Advisors
Pennsylvania
$510K
HAM
1954
Harmony Asset Management
Arizona
$509K
PA
1955
Perennial Advisors
New York
$507K
WA
1956
Win Advisors
Florida
$507K
CT
1957
Colonial Trust
South Carolina
$507K
FWA
1958
FSM Wealth Advisors
Ohio
$506K
OFS
1959
OneAscent Financial Services
Alabama
$504K
APM
1960
a16z Perennial Management
California
$504K
AP
1961
Appleton Partners
Massachusetts
$503K
TVAMP
1962
Tennessee Valley Asset Management Partners
Tennessee
$503K
BOJHT
1963
Bank of Jackson Hole Trust
Wyoming
$502K
RCM
1964
Requisite Capital Management
Texas
$501K
WCFA
1965
Walkner Condon Financial Advisors
Wisconsin
$501K
CWA
1966
Consilio Wealth Advisors
Washington
$499K
NRC
1967
New Republic Capital
North Carolina
$498K
PIC
1968
Portland Investment Counsel
Ontario, Canada
$498K
VCM
1969
Versant Capital Management
Arizona
$497K
OBWG
1970
Onyx Bridge Wealth Group
New York
$496K
PP
1971
Patron Partners
Texas
$494K
SWA
1972
Serenus Wealth Advisors
California
$492K
RPWA
1973
Regent Peak Wealth Advisors
Georgia
$492K
BOH
1974
Bank of Hawaii
Hawaii
$491K
RC
1975
Rexford Capital
Texas
$490K