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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
AWM
2176
Atticus Wealth Management
Florida
$344K
BTWM
2177
Brass Tax Wealth Management
Ohio
$342K
CPCM
2178
Cardinal Point Capital Management
Ontario, Canada
$341K
BWA
2179
Bestgate Wealth Advisors
Maryland
$341K
SI
2180
Seeds Investor
New York
$341K
GAM
2181
Gemmer Asset Management
California
$340K
CC
2182
Cypress Capital
Tennessee
$340K
VC
2183
Veracity Capital
Georgia
$340K
LRWA
2184
Long Run Wealth Advisors
New York
$339K
BCP
2185
Berkeley Capital Partners
Georgia
$339K
RFA
2186
Resurgent Financial Advisors
Georgia
$338K
DE
2187
Diversified Enterprises
Delaware
$338K
TCBWMS
2188
Texas Capital Bank Wealth Management Services
Texas
$338K
BWS
2189
Broadway Wealth Solutions
Texas
$337K
FFA
2190
Florida Financial Advisors
Florida
$337K
MMCM
2191
Murphy & Mullick Capital Management
New York
$337K
APG
2192
Abacus Planning Group
South Carolina
$337K
OWM
2193
Opes Wealth Management
California
$335K
CFIA
2194
Cantor Fitzgerald Investment Advisors
New York
$334K
VAG
2195
VisionPoint Advisory Group
Texas
$333K
SSWM
2196
Sheets Smith Wealth Management
North Carolina
$333K
AA
2197
Auxano Advisors
Washington
$333K
TFM
2198
TFC Financial Management
Massachusetts
$332K
ATC
2199
Adirondack Trust Company
New York
$332K
Cohen & Steers
2200
Cohen & Steers
New York
$332K