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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
QL
2076
Quarry LP
New York
$410K
SL
2077
Sentinus LLC
Illinois
$410K
SCM
2078
Schnieders Capital Management
California
$409K
PWM
2079
Pines Wealth Management
North Carolina
$409K
FMN
2080
Financial Management Network
California
$407K
WPC
2081
Waters Parkerson & Co
Louisiana
$406K
EWA
2082
Encompass Wealth Advisors
Oregon
$405K
IP
2083
Ignite Planners
California
$404K
TC
2084
TFR Capital
Texas
$403K
MPCA
2085
Madison Park Capital Advisors
Washington
$403K
PIA
2086
Pinion Investment Advisors
Kansas
$403K
CFO
2087
CVA Family Office
Colorado
$402K
BPFA
2088
Barnes Pettey Financial Advisors
Mississippi
$402K
VFG
2089
V2 Financial group
Illinois
$400K
LT
2090
Legacy Trust
Michigan
$399K
AF
2091
Apollon Financial
South Carolina
$399K
SFO
2092
Stokes Family Office
Louisiana
$398K
SPAS
2093
Spectrum Planning & Advisory Services
California
$397K
DW30
2094
Drucker Wealth 3.0
New Jersey
$397K
RF
2095
Rossby Financial
Florida
$396K
STA
2096
Smith Thornton Advisors
Alabama
$396K
WG
2097
Welch Group
Alabama
$396K
CCA
2098
Corps Capital Advisors
Texas
$395K
EP
2099
EPIQ Partners
Minnesota
$395K
WCM
2100
Wedge Capital Management
North Carolina
$395K