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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
SFG
2101
SevenBridge Financial Group
Pennsylvania
$387K
FFA
2102
Fi3 Financial Advisors
Indiana
$387K
LSIA
2103
LaSalle St. Investment Advisors
Illinois
$387K
AF
2104
Advisornet Financial
Minnesota
$385K
AIM
2105
Acropolis Investment Management
Missouri
$384K
FH
2106
FWG Holdings
Florida
$384K
SFC
2107
SYM Financial Corp
Indiana
$383K
VC
2108
Veery Capital
Delaware
$383K
ML
2109
McAdam LLC
Pennsylvania
$381K
AF
2110
Apexium Financial
Texas
$381K
SYBT
2111
Stock Yards Bank & Trust
Kentucky
$379K
SMC
2112
Smith, Moore & Co
Missouri
$377K
GD
2113
Grandfield & Dodd
New York
$377K
DWS
2114
Dynamic Wealth Strategies
California
$376K
RIP
2115
Reliant Investment Partners
North Carolina
$376K
CAM
2116
Claret Asset Management
Quebec, Canada
$376K
DACS
2117
Dymon Asia Capital (Singapore)
Singapore
$376K
ACA
2118
Affinity Capital Advisors
California
$376K
YWS
2119
Yarger Wealth Strategies
Ohio
$374K
WAM
2120
Wakefield Asset Management
Colorado
$373K
WC
2121
Waterloo Capital
Texas
$373K
PWMG
2122
Pioneer Wealth Management Group
Texas
$373K
XWM
2123
Xcel Wealth Management
Florida
$372K
CL
2124
CVFG LLC
Indiana
$372K
DJYG
2125
David J. Yvars Group
Florida
$371K