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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
ZIC
2426
ZWJ Investment Counsel
Georgia
$228K
MWM
2427
Momentous Wealth Management
Washington
$228K
OR
2428
Olympiad Research
Connecticut
$227K
WTA
2429
Washington Trust Advisors
Massachusetts
$227K
CAM
2430
Congress Asset Management
Massachusetts
$227K
MWA
2431
Motive Wealth Advisors
Michigan
$226K
SG
2432
Somerset Group
Minnesota
$226K
TWM
2433
Topsail Wealth Management
North Carolina
$226K
PAM
2434
PVG Asset Management
Colorado
$226K
SSIM
2435
Sheets Smith Investment Management
Texas
$226K
ONSWM
2436
Old North State Wealth Management
North Carolina
$225K
SFO
2437
Stenger Family Office
Illinois
$224K
GAMC
2438
Garner Asset Management Corp
Texas
$224K
RS
2439
Retirement Solution
Washington
$223K
LWP
2440
LeClair Wealth Partners
Ohio
$222K
YIM
2441
Yoffe Investment Management
Pennsylvania
$222K
SWMP
2442
Signature Wealth Management Partners
New Jersey
$222K
OFW
2443
Omnia Family Wealth
Florida
$222K
AHL
2444
Abel Hall LLC
Louisiana
$220K
MBI
2445
May Barnhard Investments
Maryland
$220K
HC
2446
Headland Capital
South Carolina
$220K
COFSG
2447
Carbahal Olsen Financial Services Group
California
$219K
OWA
2448
Opal Wealth Advisors
New York
$219K
AIC
2449
Archer Investment Corporation
Indiana
$218K
SAW
2450
Signal Advisors Wealth
Michigan
$218K