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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
IP
2251
Isthmus Partners
Wisconsin
$304K
FNBT
2252
FineMark National Bank & Trust
Florida
$303K
DWA
2253
Delap Wealth Advisory
Oregon
$303K
JCM
2254
Jag Capital Management
Missouri
$303K
SWA
2255
Strata Wealth Advisors
Texas
$302K
GCA
2256
Gradient Capital Advisors
California
$302K
MMM
2257
Mendel Money Management
Illinois
$302K
AI
2258
Accredited Investors
Minnesota
$301K
MWM
2259
Mattern Wealth Management
Kansas
$301K
PBK
2260
Peoples Bank (Kansas)
Kansas
$301K
SCM
2261
Sitrin Capital Management
California
$301K
SSG
2262
Summit Securities Group
New York
$301K
KIG
2263
Kennedy Investment Group
New Jersey
$300K
TM
2264
TigerOak Management
New Mexico
$300K
M1FG
2265
Mach-1 Financial Group
Arkansas
$299K
IAS
2266
Integrity Advisory Solutions
Texas
$299K
WWM
2267
Wolff Wiese Magana
California
$297K
TFA
2268
Trinity Financial Advisors
Ohio
$297K
MSAM
2269
Moloney Securities Asset Management
Missouri
$295K
RA
2270
Ransom Advisory
Rhode Island
$295K
WKSWA
2271
White Knight Strategic Wealth Advisors
New Jersey
$294K
IJWM
2272
Inman Jager Wealth Management
Mississippi
$294K
SNB
2273
Security National Bank
Nebraska
$294K
OIS
2274
OneAscent Investment Solutions
Alabama
$294K
SNWA
2275
Siligmueller & Norvid Wealth Advisors
Illinois
$293K