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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
GCS
2376
Gordian Capital (Singapore)
Singapore
$247K
SIC
2377
Sigma Investment Counselors
Michigan
$245K
MAM
2378
McLean Asset Management
Virginia
$245K
CWA
2379
Canvas Wealth Advisors
Kansas
$245K
JSAM
2380
J. Safra Asset Management
New York
$245K
CSIC
2381
Clifford Swan Investment Counsel
California
$245K
AIM
2382
Alhambra Investment Management
Florida
$244K
LIA
2383
LBMC Investment Advisors
Tennessee
$244K
VI
2384
VanderPol Investments
Michigan
$243K
TWP
2385
Tempus Wealth Planning
California
$243K
FFG
2386
Frisch Financial Group
New York
$243K
LSA
2387
L & S Advisors
California
$242K
FF
2388
Foronjy Financial
California
$242K
TCOO
2389
Trust Company of Oklahoma
Oklahoma
$242K
RA
2390
Riversedge Advisors
Delaware
$242K
FPGK
2391
Financial Partners Group (Kansas)
Kansas
$241K
CAL
2392
Capital Advisors Ltd
Ohio
$241K
MCC
2393
Money Concepts Capital
Florida
$241K
FWM
2394
Focused Wealth Management
New York
$240K
VF
2395
Vawter Financial
Ohio
$240K
BFWA
2396
Benchmark Financial Wealth Advisors
Florida
$239K
DWM
2397
Destination Wealth Management
California
$238K
CFO
2398
Collective Family Office
Pennsylvania
$238K
UAS
2399
United Asset Strategies
New York
$238K
HCM
2400
Highview Capital Management
Illinois
$237K