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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
AGC
2301
Aspen Grove Capital
Colorado
$282K
WA
2302
Wealth Architects
California
$282K
FOA
2303
Five Oceans Advisors
California
$282K
EFMH
2304
E Fund Management (HK)
Hong Kong
$282K
JWM
2305
JGP Wealth Management
Oregon
$281K
TWM
2306
TriaGen Wealth Management
California
$281K
CFS
2307
CRA Financial Services
New Jersey
$280K
FNB
2308
Farmers National Bank
Kentucky
$279K
EC
2309
EdgeRock Capital
Colorado
$279K
NAG
2310
Northstar Advisory Group
New Jersey
$279K
FCT
2311
First Community Trust
Iowa
$278K
WE
2312
Wealth Effects
Massachusetts
$278K
GS
2313
GWN Securities
Florida
$277K
PAG
2314
Powers Advisory Group
Illinois
$277K
DF
2315
Dunhill Financial
United Kingdom
$277K
LW
2316
Libra Wealth
California
$277K
KFC
2317
Klingenstein Fields & Co
New York
$277K
EHC
2318
Everett Harris & Co
California
$276K
WA
2319
Westfuller Advisors
New York
$276K
GSWM
2320
Golden State Wealth Management
California
$275K
PCA
2321
Peddock Capital Advisors
Massachusetts
$275K
OWCM
2322
One Wealth Capital Management
Arizona
$275K
MCI
2323
MRP Capital Investments
Georgia
$274K
FMC
2324
First Merchants Corp
Indiana
$273K
WDG
2325
Wealth Dimensions Group
Ohio
$272K