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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
NAG
2301
Northstar Advisory Group
New Jersey
$279K
FCT
2302
First Community Trust
Iowa
$278K
WE
2303
Wealth Effects
Massachusetts
$278K
GS
2304
GWN Securities
Florida
$277K
PAG
2305
Powers Advisory Group
Illinois
$277K
DF
2306
Dunhill Financial
United Kingdom
$277K
LW
2307
Libra Wealth
California
$277K
KFC
2308
Klingenstein Fields & Co
New York
$277K
EHC
2309
Everett Harris & Co
California
$276K
WA
2310
Westfuller Advisors
New York
$276K
GSWM
2311
Golden State Wealth Management
California
$275K
PCA
2312
Peddock Capital Advisors
Massachusetts
$275K
OWCM
2313
One Wealth Capital Management
Arizona
$275K
MCI
2314
MRP Capital Investments
Georgia
$274K
FMC
2315
First Merchants Corp
Indiana
$273K
WDG
2316
Wealth Dimensions Group
Ohio
$272K
SEA
2317
Stegent Equity Advisors
Texas
$271K
MAWCM
2318
Mine & Arao Wealth Creation & Management
California
$271K
MHC
2319
May Hill Capital
Massachusetts
$271K
GHA
2320
Granite Harbor Advisors
Texas
$271K
MFA
2321
Morling Financial Advisors
California
$271K
LOAMU
2322
Lombard Odier Asset Management (USA)
New York
$271K
TA
2323
TruWealth Advisors
Louisiana
$270K
BC
2324
Brio Consultants
California
$269K
MMC
2325
Mizuho Markets Cayman
Cayman Islands
$269K