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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
SWM
2276
Scissortail Wealth Management
Oklahoma
$292K
LBC
2277
Leigh Baldwin & Co
New York
$292K
CWA
2278
Cura Wealth Advisors
Illinois
$292K
PWAM
2279
Pinnacle West Asset Management
Wyoming
$292K
SC
2280
Solstein Capital
California
$291K
AWA
2281
Adapt Wealth Advisors
Georgia
$291K
IP
2282
Intellectus Partners
California
$290K
CIP
2283
Convergence Investment Partners
Florida
$289K
BWG
2284
Balanced Wealth Group
Ohio
$289K
GA
2285
GSG Advisors
New Jersey
$289K
CSA
2286
Cottage Street Advisors
Massachusetts
$286K
MA
2287
MJP Associates
Connecticut
$286K
EFSCE
2288
Enterprise Financial Services Corp (EFSC)
Missouri
$286K
FNBSF
2289
First National Bank Sioux Falls
South Dakota
$286K
BOC
2290
Bull Oak Capital
California
$286K
EAM
2291
Empirical Asset Management
Massachusetts
$285K
FCG
2292
Fielder Capital Group
Tennessee
$285K
AGA
2293
Arkos Global Advisors
Texas
$285K
BBL
2294
Beck Bode LLC
Massachusetts
$285K
OWM
2295
OneAscent Wealth Management
Alabama
$284K
LSV Asset Management
2296
LSV Asset Management
Illinois
$284K
WP
2297
Westmount Partners
California
$283K
MW
2298
MBL Wealth
North Carolina
$283K
CA
2299
Crewe Advisors
Utah
$283K
CH
2300
Canton Hathaway
Rhode Island
$282K