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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
HP
2151
Holistic Planning
Texas
$355K
FIA
2152
FNY Investment Advisers
New York
$355K
CT
2153
ClearAlpha Technologies
Connecticut
$355K
DIM
2154
DC Investments Management
Virginia
$353K
BB
2155
Busey Bank
Illinois
$352K
FWP
2156
Fiduciary Wealth Partners
Massachusetts
$352K
LA
2157
LexAurum Advisors
Kansas
$351K
EFG
2158
Ethos Financial Group
Pennsylvania
$350K
ACA
2159
American Capital Advisory
Idaho
$350K
HNW
2160
High Note Wealth
Minnesota
$348K
DIM
2161
DLK Investment Management
California
$347K
RIS
2162
Retirement Income Solutions
Michigan
$347K
LCWP
2163
Legacy Capital Wealth Partners
Arkansas
$346K
CPWA
2164
Cerro Pacific Wealth Advisors
California
$345K
BBI
2165
Baxter Bros Inc
Connecticut
$345K
AWM
2166
Atticus Wealth Management
Florida
$344K
BTWM
2167
Brass Tax Wealth Management
Ohio
$342K
CPCM
2168
Cardinal Point Capital Management
Ontario, Canada
$341K
BWA
2169
Bestgate Wealth Advisors
Maryland
$341K
SI
2170
Seeds Investor
New York
$341K
GAM
2171
Gemmer Asset Management
California
$340K
CC
2172
Cypress Capital
Tennessee
$340K
VC
2173
Veracity Capital
Georgia
$340K
LRWA
2174
Long Run Wealth Advisors
New York
$339K
BCP
2175
Berkeley Capital Partners
Georgia
$339K