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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
SEA
2326
Stegent Equity Advisors
Texas
$271K
MAWCM
2327
Mine & Arao Wealth Creation & Management
California
$271K
MHC
2328
May Hill Capital
Massachusetts
$271K
GHA
2329
Granite Harbor Advisors
Texas
$271K
MFA
2330
Morling Financial Advisors
California
$271K
LOAMU
2331
Lombard Odier Asset Management (USA)
New York
$271K
TA
2332
TruWealth Advisors
Louisiana
$270K
BC
2333
Brio Consultants
California
$269K
MMC
2334
Mizuho Markets Cayman
Cayman Islands
$269K
RL
2335
Rogco LP
Oklahoma
$268K
CCM
2336
Chaney Capital Management
Washington
$268K
NA
2337
Nordwand Advisors
Pennsylvania
$268K
FAM
2338
Forte Asset Management
New York
$267K
FNWM
2339
Financial Network Wealth Management
Utah
$267K
WDC
2340
Woodward Diversified Capital
California
$267K
GCP
2341
Gill Capital Partners
Colorado
$266K
FAT
2342
First American Trust
California
$266K
WPA
2343
Wealth Preservation Advisors
Tennessee
$266K
WAG
2344
Wallace Advisory Group
California
$266K
GWM
2345
GK Wealth Management
Nevada
$265K
MWP
2346
Meriwether Wealth & Planning
Louisiana
$265K
FG
2347
Foster Group
Iowa
$265K
VPW
2348
Variant Private Wealth
Virginia
$264K
RFW
2349
Rainier Family Wealth
Washington
$264K
SCM
2350
SOL Capital Management
Maryland
$262K