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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
RFA
2176
Resurgent Financial Advisors
Georgia
$338K
DE
2177
Diversified Enterprises
Delaware
$338K
TCBWMS
2178
Texas Capital Bank Wealth Management Services
Texas
$338K
BWS
2179
Broadway Wealth Solutions
Texas
$337K
FFA
2180
Florida Financial Advisors
Florida
$337K
MMCM
2181
Murphy & Mullick Capital Management
New York
$337K
APG
2182
Abacus Planning Group
South Carolina
$337K
OWM
2183
Opes Wealth Management
California
$335K
CFIA
2184
Cantor Fitzgerald Investment Advisors
New York
$334K
VAG
2185
VisionPoint Advisory Group
Texas
$333K
SSWM
2186
Sheets Smith Wealth Management
North Carolina
$333K
AA
2187
Auxano Advisors
Washington
$333K
TFM
2188
TFC Financial Management
Massachusetts
$332K
ATC
2189
Adirondack Trust Company
New York
$332K
Cohen & Steers
2190
Cohen & Steers
New York
$332K
RDFA
2191
Ritter Daniher Financial Advisory
Ohio
$332K
HI
2192
Hudock Inc
Pennsylvania
$332K
OPWM
2193
Oregon Pacific Wealth Management
Oregon
$331K
CFSG
2194
Clark Financial Services Group
Missouri
$331K
LI
2195
LRI Investments
Florida
$330K
WH
2196
Willner & Heller
California
$330K
TCM
2197
Triumph Capital Management
Colorado
$329K
BMC
2198
Beaton Management Company
Massachusetts
$328K
MWM
2199
Meritas Wealth Management
California
$328K
CCM
2200
Chiron Capital Management
Florida
$327K