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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
APM
1951
a16z Perennial Management
California
$504K
AP
1952
Appleton Partners
Massachusetts
$503K
TVAMP
1953
Tennessee Valley Asset Management Partners
Tennessee
$503K
BOJHT
1954
Bank of Jackson Hole Trust
Wyoming
$502K
RCM
1955
Requisite Capital Management
Texas
$501K
WCFA
1956
Walkner Condon Financial Advisors
Wisconsin
$501K
CWA
1957
Consilio Wealth Advisors
Washington
$499K
NRC
1958
New Republic Capital
North Carolina
$498K
PIC
1959
Portland Investment Counsel
Ontario, Canada
$498K
VCM
1960
Versant Capital Management
Arizona
$497K
OBWG
1961
Onyx Bridge Wealth Group
New York
$496K
PP
1962
Patron Partners
Texas
$494K
SWA
1963
Serenus Wealth Advisors
California
$492K
RPWA
1964
Regent Peak Wealth Advisors
Georgia
$492K
BOH
1965
Bank of Hawaii
Hawaii
$491K
RC
1966
Rexford Capital
Texas
$490K
ISWM
1967
Independent Solutions Wealth Management
New York
$489K
LWM
1968
Latko Wealth Management
Illinois
$489K
PFGIA
1969
Patriot Financial Group Insurance Agency
Massachusetts
$488K
MG
1970
McHugh Group
Ohio
$486K
CWM
1971
Centurion Wealth Management
Virginia
$484K
ECM
1972
Element Capital Management
New York
$483K
SFG
1973
Synergy Financial Group
California
$482K
RCA
1974
Runnymede Capital Advisors
Ohio
$481K
NFA
1975
Northern Financial Advisors
Michigan
$481K