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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
JWM
1976
Jeppson Wealth Management
California
$480K
S
1977
Sunpointe
Missouri
$478K
AWAP
1978
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$477K
RS
1979
R Squared
Hong Kong
$475K
AA
1980
Armis Advisers
Georgia
$475K
CP
1981
Covenant Partners
Tennessee
$474K
WA
1982
Waddell & Associates
Tennessee
$474K
AIMC
1983
Alley Investment Management Company
Illinois
$474K
CI
1984
Corient IA
Florida
$474K
BFG
1985
Berger Financial Group
Minnesota
$473K
MSA
1986
Marino Stram & Associates
Massachusetts
$473K
CWMGO
1987
Capstone Wealth Management Group (Oregon)
Oregon
$473K
ACP
1988
Aviance Capital Partners
Florida
$471K
AA
1989
Addison Advisors
Vermont
$471K
EL
1990
EWA LLC
Pennsylvania
$470K
CA
1991
Capital Advantage
California
$469K
BMWS
1992
Brady Martz Wealth Solutions
North Dakota
$467K
MWA
1993
Midland Wealth Advisors
Illinois
$467K
WWA
1994
Wisconsin Wealth Advisors
Wisconsin
$466K
PCM
1995
Polymer Capital Management
New York
$466K
GF
1996
Gabelli Funds
New York
$466K
OFG
1997
Oxford Financial Group
Indiana
$466K
EA
1998
Everpar Advisors
Oklahoma
$465K
LWM
1999
Liberty Wealth Management
California
$462K
AAS
2000
Ameritas Advisory Services
Nebraska
$459K