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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
APWM
2051
Argonautica Private Wealth Management
Massachusetts
$425K
BMC
2052
Benin Management Corp
Connecticut
$424K
LWM
2053
LJI Wealth Management
Indiana
$423K
WF
2054
Wayfinding Financial
Washington
$422K
SC
2055
Summa Corp
Texas
$422K
SWM
2056
Seed Wealth Management
Illinois
$419K
MCM
2057
Monarch Capital Management
Indiana
$418K
AIM
2058
Advyzon Investment Management
Illinois
$417K
ANBT
2059
American National Bank & Trust
Texas
$416K
BWM
2060
BlackDiamond Wealth Management
New York
$416K
TWP
2061
Tyche Wealth Partners
Texas
$415K
RLH
2062
RD Lewis Holdings
Florida
$415K
VBA
2063
von Borstel & Associates
Oregon
$413K
MPM
2064
Meritage Portfolio Management
Kansas
$413K
GWAG
2065
Garrett Wealth Advisory Group
Texas
$412K
JF
2066
JSF Financial
California
$412K
QL
2067
Quarry LP
New York
$410K
SL
2068
Sentinus LLC
Illinois
$410K
SCM
2069
Schnieders Capital Management
California
$409K
PWM
2070
Pines Wealth Management
North Carolina
$409K
FMN
2071
Financial Management Network
California
$407K
WPC
2072
Waters Parkerson & Co
Louisiana
$406K
EWA
2073
Encompass Wealth Advisors
Oregon
$405K
IP
2074
Ignite Planners
California
$404K
TC
2075
TFR Capital
Texas
$403K