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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
RL
2326
Rogco LP
Oklahoma
$268K
CCM
2327
Chaney Capital Management
Washington
$268K
NA
2328
Nordwand Advisors
Pennsylvania
$268K
FAM
2329
Forte Asset Management
New York
$267K
FNWM
2330
Financial Network Wealth Management
Utah
$267K
WDC
2331
Woodward Diversified Capital
California
$267K
GCP
2332
Gill Capital Partners
Colorado
$266K
FAT
2333
First American Trust
California
$266K
WPA
2334
Wealth Preservation Advisors
Tennessee
$266K
WAG
2335
Wallace Advisory Group
California
$266K
GWM
2336
GK Wealth Management
Nevada
$265K
MWP
2337
Meriwether Wealth & Planning
Louisiana
$265K
FG
2338
Foster Group
Iowa
$265K
VPW
2339
Variant Private Wealth
Virginia
$264K
RFW
2340
Rainier Family Wealth
Washington
$264K
SCM
2341
SOL Capital Management
Maryland
$262K
SQA
2342
Simon Quick Advisors
New Jersey
$261K
GI
2343
Gradient Investments
Minnesota
$260K
FLFS
2344
Family Legacy Financial Solutions
North Carolina
$260K
CAS
2345
Coppell Advisory Solutions
Texas
$260K
CA
2346
Cannon Advisors
North Carolina
$260K
SIC
2347
Shoker Investment Counsel
Ohio
$259K
MM
2348
MQS Management
New York
$259K
MCM
2349
Mengis Capital Management
Oregon
$258K
C1AG
2350
Client 1st Advisory Group
Florida
$258K