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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
WJWM
2226
Williams Jones Wealth Management
New York
$314K
AW
2227
Alteri Wealth
California
$314K
TWP
2228
Triad Wealth Partners
Kansas
$314K
NWWA
2229
New Wave Wealth Advisors
Arkansas
$313K
CCM
2230
Consolidated Capital Management
California
$313K
ICP
2231
Impact Capital Partners
Colorado
$311K
OL
2232
one8zero8 LLC
North Carolina
$310K
MWA
2233
Muirfield Wealth Advisors
North Carolina
$309K
IGGA
2234
Iron Gate Global Advisors
Utah
$309K
FI
2235
Fosun International
China
$309K
TAM
2236
Tucker Asset Management
Colorado
$308K
MBTD
2237
Mechanics Bank - Trust Department
California
$306K
AA
2238
Acorns Advisers
California
$306K
HB
2239
Horizon Bancorp
Indiana
$306K
CGA
2240
Crescent Grove Advisors
Illinois
$305K
IP
2241
Isthmus Partners
Wisconsin
$304K
FNBT
2242
FineMark National Bank & Trust
Florida
$303K
DWA
2243
Delap Wealth Advisory
Oregon
$303K
JCM
2244
Jag Capital Management
Missouri
$303K
SWA
2245
Strata Wealth Advisors
Texas
$302K
GCA
2246
Gradient Capital Advisors
California
$302K
MMM
2247
Mendel Money Management
Illinois
$302K
AI
2248
Accredited Investors
Minnesota
$301K
MWM
2249
Mattern Wealth Management
Kansas
$301K
PBK
2250
Peoples Bank (Kansas)
Kansas
$301K