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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
MPCA
2076
Madison Park Capital Advisors
Washington
$403K
PIA
2077
Pinion Investment Advisors
Kansas
$403K
CFO
2078
CVA Family Office
Colorado
$402K
BPFA
2079
Barnes Pettey Financial Advisors
Mississippi
$402K
VFG
2080
V2 Financial group
Illinois
$400K
LT
2081
Legacy Trust
Michigan
$399K
AF
2082
Apollon Financial
South Carolina
$399K
SFO
2083
Stokes Family Office
Louisiana
$398K
SPAS
2084
Spectrum Planning & Advisory Services
California
$397K
DW30
2085
Drucker Wealth 3.0
New Jersey
$397K
RF
2086
Rossby Financial
Florida
$396K
STA
2087
Smith Thornton Advisors
Alabama
$396K
WG
2088
Welch Group
Alabama
$396K
CCA
2089
Corps Capital Advisors
Texas
$395K
EP
2090
EPIQ Partners
Minnesota
$395K
WCM
2091
Wedge Capital Management
North Carolina
$395K
CCAM
2092
Cascades Capital Asset Management
North Carolina
$395K
LI
2093
Lafayette Investments
Maryland
$394K
AAA
2094
American Alpha Advisors
New York
$392K
ACM
2095
Arcataur Capital Management
Wisconsin
$392K
RB
2096
Rodgers Brothers
Pennsylvania
$391K
SA
2097
Sonoma Allocations
California
$390K
FWI
2098
Facet Wealth Inc
Maryland
$389K
OW
2099
Olistico Wealth
Oklahoma
$389K
BFA
2100
Beaumont Financial Advisors
Massachusetts
$388K