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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
CCT
2151
Chemung Canal Trust
New York
$360K
BRIA
2152
Balanced Rock Investment Advisors
Massachusetts
$359K
WAM
2153
Werlinich Asset Management
Connecticut
$359K
CA
2154
Calton & Associates
Florida
$357K
HCM
2155
Hengehold Capital Management
Ohio
$357K
GEM
2156
Global Endowment Management
North Carolina
$356K
HA
2157
Harbor Advisors
Florida
$356K
IF
2158
Intrua Financial
Texas
$355K
LWM
2159
Lionshead Wealth Management
New York
$355K
HP
2160
Holistic Planning
Texas
$355K
FIA
2161
FNY Investment Advisers
New York
$355K
CT
2162
ClearAlpha Technologies
Connecticut
$355K
DIM
2163
DC Investments Management
Virginia
$353K
BB
2164
Busey Bank
Illinois
$352K
WF
2165
Womack Financial
Texas
$352K
FWP
2166
Fiduciary Wealth Partners
Massachusetts
$352K
LA
2167
LexAurum Advisors
Kansas
$351K
EFG
2168
Ethos Financial Group
Pennsylvania
$350K
ACA
2169
American Capital Advisory
Idaho
$350K
HNW
2170
High Note Wealth
Minnesota
$348K
DIM
2171
DLK Investment Management
California
$347K
RIS
2172
Retirement Income Solutions
Michigan
$347K
LCWP
2173
Legacy Capital Wealth Partners
Arkansas
$346K
CPWA
2174
Cerro Pacific Wealth Advisors
California
$345K
BBI
2175
Baxter Bros Inc
Connecticut
$345K