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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
BFPW
2026
BOK Financial Private Wealth
Colorado
$445K
QFW
2027
QTR Family Wealth
Florida
$445K
FC
2028
Farringdon Capital
United Kingdom
$442K
DOA
2029
D'Orazio & Associates
Virginia
$441K
CAU
2030
Caxton Associates (UK)
$440K
FA
2031
FF Advisors
California
$439K
PB
2032
Pinnacle Bancorp
Nebraska
$438K
LA
2033
LVW Advisors
New York
$437K
SGAM
2034
Smith Group Asset Management
Texas
$436K
B
2035
Bellecapital
Switzerland
$435K
BCI
2036
Blue Capital Inc
Nebraska
$435K
FLP
2037
Financial Life Planners
Arizona
$434K
CIA
2038
Caerus Investment Advisors
Texas
$434K
GF
2039
Gries Financial
Ohio
$434K
MP
2040
Moment Partners
California
$433K
MAM
2041
MWA Asset Management
Massachusetts
$433K
PCM
2042
Poehling Capital Management
Wisconsin
$433K
RTC
2043
Real Talk Capital
Tennessee
$433K
SSA
2044
Sierra Summit Advisors
Nevada
$432K
FPWM
2045
FSB Premier Wealth Management
Iowa
$430K
PSP
2046
Pacific Sage Partners
Washington
$427K
CL
2047
CSS LLC
Illinois
$427K
HL
2048
HeadInvest LLC
Maine
$426K
HA
2049
Herold Advisors
New York
$426K
KW
2050
KWB Wealth
California
$426K