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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
NIM
2376
Northeast Investment Management
Massachusetts
$251K
MFS
2377
Madrona Financial Services
Washington
$250K
PCH
2378
PGIM Custom Harvest
New Jersey
$250K
SA
2379
Sage Advisors
Colorado
$249K
OC
2380
Oarsman Capital
Wisconsin
$249K
MWM
2381
Mindset Wealth Management
Indiana
$249K
JWA
2382
JFS Wealth Advisors
Pennsylvania
$248K
LRIA
2383
Leonard Rickey Investment Advisors
Washington
$247K
BWFA
2384
Baltimore-Washington Financial Advisors
Maryland
$247K
BWP
2385
Balboa Wealth Partners
Arizona
$247K
GCS
2386
Gordian Capital (Singapore)
Singapore
$247K
SIC
2387
Sigma Investment Counselors
Michigan
$245K
MAM
2388
McLean Asset Management
Virginia
$245K
CWA
2389
Canvas Wealth Advisors
Kansas
$245K
JSAM
2390
J. Safra Asset Management
New York
$245K
CSIC
2391
Clifford Swan Investment Counsel
California
$245K
AIM
2392
Alhambra Investment Management
Florida
$244K
LIA
2393
LBMC Investment Advisors
Tennessee
$244K
VI
2394
VanderPol Investments
Michigan
$243K
TWP
2395
Tempus Wealth Planning
California
$243K
FFG
2396
Frisch Financial Group
New York
$243K
LSA
2397
L & S Advisors
California
$242K
VCM
2398
Virtue Capital Management
Tennessee
$242K
FF
2399
Foronjy Financial
California
$242K
TCOO
2400
Trust Company of Oklahoma
Oklahoma
$242K