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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
RA
2401
Riversedge Advisors
Delaware
$242K
FPGK
2402
Financial Partners Group (Kansas)
Kansas
$241K
CAL
2403
Capital Advisors Ltd
Ohio
$241K
MCC
2404
Money Concepts Capital
Florida
$241K
FWM
2405
Focused Wealth Management
New York
$240K
VF
2406
Vawter Financial
Ohio
$240K
BFWA
2407
Benchmark Financial Wealth Advisors
Florida
$239K
DWM
2408
Destination Wealth Management
California
$238K
CFO
2409
Collective Family Office
Pennsylvania
$238K
UAS
2410
United Asset Strategies
New York
$238K
HCM
2411
Highview Capital Management
Illinois
$237K
BMCM
2412
Black Maple Capital Management
Wisconsin
$237K
CWIG
2413
Chung Wu Investment Group
Texas
$237K
FA
2414
Faithward Advisors
Pennsylvania
$236K
CS
2415
Capital Square
Tennessee
$235K
FF
2416
Francis Financial
$234K
ACA
2417
Aspire Capital Advisors
Washington
$233K
WAM
2418
Weinberger Asset Management
California
$232K
TCM
2419
Traynor Capital Management
Pennsylvania
$231K
SIS
2420
Sound Income Strategies
Florida
$231K
AAMA
2421
Advanced Asset Management Advisors
Ohio
$231K
ECM
2422
Elgethun Capital Management
South Dakota
$231K
SIM
2423
SSI Investment Management
California
$231K
FA
2424
Fermata Advisors
California
$230K
OC
2425
Opinicus Capital
Florida
$228K