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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
HR
2351
Howe & Rusling
New York
$257K
FWM
2352
Forza Wealth Management
Florida
$256K
FHC
2353
First Heartland Consultants
Missouri
$256K
BSSFA
2354
Baron Silver Stevens Financial Advisors
Florida
$256K
SFPG
2355
Stonebridge Financial Planning Group
Florida
$256K
HPM
2356
Hoxton Planning & Management
West Virginia
$255K
TWM
2357
Tradition Wealth Management
Minnesota
$255K
PWP
2358
Prasad Wealth Partners
Ohio
$255K
EW
2359
Element Wealth
Mississippi
$254K
AOWM
2360
Alpha Omega Wealth Management
Virginia
$254K
KCM
2361
Kathmere Capital Management
Pennsylvania
$253K
TCMP
2362
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K
AAM
2363
Aureus Asset Management
Massachusetts
$252K
WFA
2364
WMG Financial Advisors
Tennessee
$251K
DWM
2365
Daner Wealth Management
Georgia
$251K
NIM
2366
Northeast Investment Management
Massachusetts
$251K
MFS
2367
Madrona Financial Services
Washington
$250K
PCH
2368
PGIM Custom Harvest
New Jersey
$250K
SA
2369
Sage Advisors
Colorado
$249K
OC
2370
Oarsman Capital
Wisconsin
$249K
MWM
2371
Mindset Wealth Management
Indiana
$249K
JWA
2372
JFS Wealth Advisors
Pennsylvania
$248K
LRIA
2373
Leonard Rickey Investment Advisors
Washington
$247K
BWFA
2374
Baltimore-Washington Financial Advisors
Maryland
$247K
BWP
2375
Balboa Wealth Partners
Arizona
$247K