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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
DACS
2126
Dymon Asia Capital (Singapore)
Singapore
$376K
ACA
2127
Affinity Capital Advisors
California
$376K
YWS
2128
Yarger Wealth Strategies
Ohio
$374K
WAM
2129
Wakefield Asset Management
Colorado
$373K
WC
2130
Waterloo Capital
Texas
$373K
PWMG
2131
Pioneer Wealth Management Group
Texas
$373K
XWM
2132
Xcel Wealth Management
Florida
$372K
CL
2133
CVFG LLC
Indiana
$372K
DJYG
2134
David J. Yvars Group
Florida
$371K
SAM
2135
Strive Asset Management
Ohio
$370K
MSFS
2136
Main Street Financial Solutions
Pennsylvania
$369K
HWA
2137
HCR Wealth Advisors
California
$369K
TCM
2138
Telos Capital Management
California
$368K
DWA
2139
Dougherty Wealth Advisers
Minnesota
$367K
CCA
2140
Cobblestone Capital Advisors
New York
$366K
SW
2141
SlateStone Wealth
Florida
$366K
CPWM
2142
Cypress Point Wealth Management
Texas
$366K
SPA
2143
Sherbrooke Park Advisers
New York
$365K
PI
2144
Pettee Investors
Connecticut
$365K
OWMIAS
2145
One Wealth Management Investment & Advisory Services
Florida
$364K
GAM
2146
Griffin Asset Management
New York
$364K
HFS
2147
Howard Financial Services
Texas
$362K
RFO
2148
RiverGlades Family Offices
Florida
$361K
JC
2149
JB Capital
Connecticut
$361K
PMSA
2150
Patrick M. Sweeney & Associates
Illinois
$360K