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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
WHCI
2001
W.H. Cornerstone Investments
Massachusetts
$459K
CASB
2002
Cape Ann Savings Bank
Massachusetts
$458K
KLCM
2003
KG&L Capital Management
Louisiana
$457K
GAA
2004
Guardian Asset Advisors
Pennsylvania
$457K
VIM
2005
Vista Investment Management
Pennsylvania
$457K
BFA
2006
Beacon Financial Advisory
Ohio
$456K
FSA
2007
Franklin Street Advisors
North Carolina
$456K
TW
2008
Traveka Wealth
California
$455K
JCM
2009
Jacobsen Capital Management
Utah
$455K
IRC
2010
Investors Research Corp
Georgia
$455K
RWP
2011
Revolve Wealth Partners
New Jersey
$455K
KIC
2012
Kensington Investment Counsel
California
$454K
SCG
2013
Sonata Capital Group
Washington
$454K
BIA
2014
Bigelow Investment Advisors
Maine
$454K
TC
2015
Trilogy Capital
California
$454K
SP
2016
SIH Partners
Delaware
$453K
RFS
2017
Richardson Financial Services
Massachusetts
$452K
CWA
2018
Clarity Wealth Advisors
California
$451K
CIC
2019
Chilton Investment Company
Connecticut
$451K
BCG
2020
Breakwater Capital Group
New Jersey
$451K
BOPW
2021
Brandywine Oak Private Wealth
Pennsylvania
$451K
ACM
2022
Andina Capital Management
Utah
$450K
4A
2023
4Wealth Advisors
Illinois
$449K
AWM
2024
Accel Wealth Management
Iowa
$448K
AA
2025
Apriem Advisors
California
$447K