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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
CCWM
2201
Cassaday & Co Wealth Management
Virginia
$327K
SCA
2202
Sandy Cove Advisors
Massachusetts
$326K
IA
2203
IFC Advisors
California
$326K
FSA
2204
Fort Sheridan Advisors
Illinois
$326K
FMWA
2205
Forvis Mazars Wealth Advisors
Missouri
$326K
BCMLT
2206
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K
BFG
2207
Beacon Financial Group
Texas
$325K
FSC
2208
Full Sail Capital
Oklahoma
$325K
CA
2209
Cornerstone Advisory
Maryland
$324K
FPCP
2210
Fort Point Capital Partners
California
$324K
YWM
2211
Yoder Wealth Management
California
$323K
AWM
2212
Activest Wealth Management
Florida
$321K
BFC
2213
Bedel Financial Consulting
Indiana
$321K
GTAM
2214
Global Trust Asset Management
Florida
$321K
EFA
2215
Evernest Financial Advisors
Indiana
$320K
TC
2216
Truvestments Capital
Florida
$320K
SIAG
2217
Safeguard Investment Advisory Group
California
$320K
CAGAS
2218
Capital Advisory Group Advisory Services
Minnesota
$319K
ZAM
2219
Zevin Asset Management
Massachusetts
$319K
JCIA
2220
Jackson Creek Investment Advisors
Colorado
$318K
FFC
2221
First Financial Corp
Indiana
$317K
NAS
2222
NWF Advisory Services
California
$317K
BOS
2223
Bank of Stockton
California
$317K
WIA
2224
Wetzel Investment Advisors
Indiana
$316K
KPWG
2225
KFA Private Wealth Group
Virginia
$314K