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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
RDFA
2201
Ritter Daniher Financial Advisory
Ohio
$332K
HI
2202
Hudock Inc
Pennsylvania
$332K
OPWM
2203
Oregon Pacific Wealth Management
Oregon
$331K
CFSG
2204
Clark Financial Services Group
Missouri
$331K
LI
2205
LRI Investments
Florida
$330K
WH
2206
Willner & Heller
California
$330K
TCM
2207
Triumph Capital Management
Colorado
$329K
BMC
2208
Beaton Management Company
Massachusetts
$328K
MWM
2209
Meritas Wealth Management
California
$328K
CCM
2210
Chiron Capital Management
Florida
$327K
CCWM
2211
Cassaday & Co Wealth Management
Virginia
$327K
SCA
2212
Sandy Cove Advisors
Massachusetts
$326K
IA
2213
IFC Advisors
California
$326K
FSA
2214
Fort Sheridan Advisors
Illinois
$326K
FMWA
2215
Forvis Mazars Wealth Advisors
Missouri
$326K
BCMLT
2216
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K
BFG
2217
Beacon Financial Group
Texas
$325K
FSC
2218
Full Sail Capital
Oklahoma
$325K
CA
2219
Cornerstone Advisory
Maryland
$324K
FPCP
2220
Fort Point Capital Partners
California
$324K
YWM
2221
Yoder Wealth Management
California
$323K
AWM
2222
Activest Wealth Management
Florida
$321K
BFC
2223
Bedel Financial Consulting
Indiana
$321K
GTAM
2224
Global Trust Asset Management
Florida
$321K
EFA
2225
Evernest Financial Advisors
Indiana
$320K