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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
CCAM
2101
Cascades Capital Asset Management
North Carolina
$395K
LI
2102
Lafayette Investments
Maryland
$394K
AAA
2103
American Alpha Advisors
New York
$392K
ACM
2104
Arcataur Capital Management
Wisconsin
$392K
RB
2105
Rodgers Brothers
Pennsylvania
$391K
SA
2106
Sonoma Allocations
California
$390K
FWI
2107
Facet Wealth Inc
Maryland
$389K
OW
2108
Olistico Wealth
Oklahoma
$389K
BFA
2109
Beaumont Financial Advisors
Massachusetts
$388K
SFG
2110
SevenBridge Financial Group
Pennsylvania
$387K
FFA
2111
Fi3 Financial Advisors
Indiana
$387K
LSIA
2112
LaSalle St. Investment Advisors
Illinois
$387K
AF
2113
Advisornet Financial
Minnesota
$385K
AIM
2114
Acropolis Investment Management
Missouri
$384K
FH
2115
FWG Holdings
Florida
$384K
SFC
2116
SYM Financial Corp
Indiana
$383K
VC
2117
Veery Capital
Delaware
$383K
ML
2118
McAdam LLC
Pennsylvania
$381K
AF
2119
Apexium Financial
Texas
$381K
SYBT
2120
Stock Yards Bank & Trust
Kentucky
$379K
SMC
2121
Smith, Moore & Co
Missouri
$377K
GD
2122
Grandfield & Dodd
New York
$377K
DWS
2123
Dynamic Wealth Strategies
California
$376K
RIP
2124
Reliant Investment Partners
North Carolina
$376K
CAM
2125
Claret Asset Management
Quebec, Canada
$376K