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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
TC
2226
Truvestments Capital
Florida
$320K
SIAG
2227
Safeguard Investment Advisory Group
California
$320K
CAGAS
2228
Capital Advisory Group Advisory Services
Minnesota
$319K
ZAM
2229
Zevin Asset Management
Massachusetts
$319K
JCIA
2230
Jackson Creek Investment Advisors
Colorado
$318K
FFC
2231
First Financial Corp
Indiana
$317K
NAS
2232
NWF Advisory Services
California
$317K
BOS
2233
Bank of Stockton
California
$317K
WIA
2234
Wetzel Investment Advisors
Indiana
$316K
KPWG
2235
KFA Private Wealth Group
Virginia
$314K
WJWM
2236
Williams Jones Wealth Management
New York
$314K
AW
2237
Alteri Wealth
California
$314K
TWP
2238
Triad Wealth Partners
Kansas
$314K
NWWA
2239
New Wave Wealth Advisors
Arkansas
$313K
CCM
2240
Consolidated Capital Management
California
$313K
ICP
2241
Impact Capital Partners
Colorado
$311K
OL
2242
one8zero8 LLC
North Carolina
$310K
MWA
2243
Muirfield Wealth Advisors
North Carolina
$309K
IGGA
2244
Iron Gate Global Advisors
Utah
$309K
FI
2245
Fosun International
China
$309K
TAM
2246
Tucker Asset Management
Colorado
$308K
MBTD
2247
Mechanics Bank - Trust Department
California
$306K
AA
2248
Acorns Advisers
California
$306K
HB
2249
Horizon Bancorp
Indiana
$306K
CGA
2250
Crescent Grove Advisors
Illinois
$305K