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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
RFS
2026
Richardson Financial Services
Massachusetts
$452K
CWA
2027
Clarity Wealth Advisors
California
$451K
CIC
2028
Chilton Investment Company
Connecticut
$451K
BCG
2029
Breakwater Capital Group
New Jersey
$451K
BOPW
2030
Brandywine Oak Private Wealth
Pennsylvania
$451K
ACM
2031
Andina Capital Management
Utah
$450K
4A
2032
4Wealth Advisors
Illinois
$449K
AWM
2033
Accel Wealth Management
Iowa
$448K
AA
2034
Apriem Advisors
California
$447K
BFPW
2035
BOK Financial Private Wealth
Colorado
$445K
QFW
2036
QTR Family Wealth
Florida
$445K
FC
2037
Farringdon Capital
United Kingdom
$442K
DOA
2038
D'Orazio & Associates
Virginia
$441K
CAU
2039
Caxton Associates (UK)
$440K
FA
2040
FF Advisors
California
$439K
PB
2041
Pinnacle Bancorp
Nebraska
$438K
LA
2042
LVW Advisors
New York
$437K
SGAM
2043
Smith Group Asset Management
Texas
$436K
B
2044
Bellecapital
Switzerland
$435K
BCI
2045
Blue Capital Inc
Nebraska
$435K
FLP
2046
Financial Life Planners
Arizona
$434K
CIA
2047
Caerus Investment Advisors
Texas
$434K
GF
2048
Gries Financial
Ohio
$434K
MP
2049
Moment Partners
California
$433K
MAM
2050
MWA Asset Management
Massachusetts
$433K