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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
NRI
2351
NFP Retirement Inc
California
$262K
SQA
2352
Simon Quick Advisors
New Jersey
$261K
GI
2353
Gradient Investments
Minnesota
$260K
FLFS
2354
Family Legacy Financial Solutions
North Carolina
$260K
CAS
2355
Coppell Advisory Solutions
Texas
$260K
CA
2356
Cannon Advisors
North Carolina
$260K
SIC
2357
Shoker Investment Counsel
Ohio
$259K
MM
2358
MQS Management
New York
$259K
MCM
2359
Mengis Capital Management
Oregon
$258K
C1AG
2360
Client 1st Advisory Group
Florida
$258K
HR
2361
Howe & Rusling
New York
$257K
FWM
2362
Forza Wealth Management
Florida
$256K
FHC
2363
First Heartland Consultants
Missouri
$256K
BSSFA
2364
Baron Silver Stevens Financial Advisors
Florida
$256K
SFPG
2365
Stonebridge Financial Planning Group
Florida
$256K
HPM
2366
Hoxton Planning & Management
West Virginia
$255K
TWM
2367
Tradition Wealth Management
Minnesota
$255K
PWP
2368
Prasad Wealth Partners
Ohio
$255K
EW
2369
Element Wealth
Mississippi
$254K
AOWM
2370
Alpha Omega Wealth Management
Virginia
$254K
KCM
2371
Kathmere Capital Management
Pennsylvania
$253K
TCMP
2372
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K
AAM
2373
Aureus Asset Management
Massachusetts
$252K
WFA
2374
WMG Financial Advisors
Tennessee
$251K
DWM
2375
Daner Wealth Management
Georgia
$251K