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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
SCM
2251
Sitrin Capital Management
California
$301K
SSG
2252
Summit Securities Group
New York
$301K
KIG
2253
Kennedy Investment Group
New Jersey
$300K
NRI
2254
NFP Retirement Inc
California
$300K
TM
2255
TigerOak Management
New Mexico
$300K
M1FG
2256
Mach-1 Financial Group
Arkansas
$299K
IAS
2257
Integrity Advisory Solutions
Texas
$299K
WWM
2258
Wolff Wiese Magana
California
$297K
TFA
2259
Trinity Financial Advisors
Ohio
$297K
MSAM
2260
Moloney Securities Asset Management
Missouri
$295K
RA
2261
Ransom Advisory
Rhode Island
$295K
WKSWA
2262
White Knight Strategic Wealth Advisors
New Jersey
$294K
IJWM
2263
Inman Jager Wealth Management
Mississippi
$294K
SNB
2264
Security National Bank
Nebraska
$294K
OIS
2265
OneAscent Investment Solutions
Alabama
$294K
SNWA
2266
Siligmueller & Norvid Wealth Advisors
Illinois
$293K
SWM
2267
Scissortail Wealth Management
Oklahoma
$292K
LBC
2268
Leigh Baldwin & Co
New York
$292K
CWA
2269
Cura Wealth Advisors
Illinois
$292K
PWAM
2270
Pinnacle West Asset Management
Wyoming
$292K
SC
2271
Solstein Capital
California
$291K
AWA
2272
Adapt Wealth Advisors
Georgia
$291K
IP
2273
Intellectus Partners
California
$290K
CIP
2274
Convergence Investment Partners
Florida
$289K
BWG
2275
Balanced Wealth Group
Ohio
$289K