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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
SAM
2126
Strive Asset Management
Ohio
$370K
MSFS
2127
Main Street Financial Solutions
Pennsylvania
$369K
HWA
2128
HCR Wealth Advisors
California
$369K
TCM
2129
Telos Capital Management
California
$368K
DWA
2130
Dougherty Wealth Advisers
Minnesota
$367K
CCA
2131
Cobblestone Capital Advisors
New York
$366K
SW
2132
SlateStone Wealth
Florida
$366K
CPWM
2133
Cypress Point Wealth Management
Texas
$366K
SPA
2134
Sherbrooke Park Advisers
New York
$365K
PI
2135
Pettee Investors
Connecticut
$365K
OWMIAS
2136
One Wealth Management Investment & Advisory Services
Florida
$364K
GAM
2137
Griffin Asset Management
New York
$364K
HFS
2138
Howard Financial Services
Texas
$362K
RFO
2139
RiverGlades Family Offices
Florida
$361K
JC
2140
JB Capital
Connecticut
$361K
PMSA
2141
Patrick M. Sweeney & Associates
Illinois
$360K
CCT
2142
Chemung Canal Trust
New York
$360K
BRIA
2143
Balanced Rock Investment Advisors
Massachusetts
$359K
WAM
2144
Werlinich Asset Management
Connecticut
$359K
CA
2145
Calton & Associates
Florida
$357K
HCM
2146
Hengehold Capital Management
Ohio
$357K
GEM
2147
Global Endowment Management
North Carolina
$356K
HA
2148
Harbor Advisors
Florida
$356K
IF
2149
Intrua Financial
Texas
$355K
LWM
2150
Lionshead Wealth Management
New York
$355K