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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, 1,137 increasing their positions, 1,207 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
SFO
2426
Stenger Family Office
Illinois
$224K
GAMC
2427
Garner Asset Management Corp
Texas
$224K
RS
2428
Retirement Solution
Washington
$223K
LWP
2429
LeClair Wealth Partners
Ohio
$222K
YIM
2430
Yoffe Investment Management
Pennsylvania
$222K
SWMP
2431
Signature Wealth Management Partners
New Jersey
$222K
OFW
2432
Omnia Family Wealth
Florida
$222K
AHL
2433
Abel Hall LLC
Louisiana
$220K
MBI
2434
May Barnhard Investments
Maryland
$220K
HC
2435
Headland Capital
South Carolina
$220K
COFSG
2436
Carbahal Olsen Financial Services Group
California
$219K
OWA
2437
Opal Wealth Advisors
New York
$219K
AIC
2438
Archer Investment Corporation
Indiana
$218K
SAW
2439
Signal Advisors Wealth
Michigan
$218K
CIS
2440
Custom Index Systems
New York
$218K
CCA
2441
Carrera Capital Advisors
Michigan
$217K
CG
2442
Clifford Group
Massachusetts
$217K
NBWM
2443
North Berkeley Wealth Management
California
$217K
SFG
2444
Sovereign Financial Group
Connecticut
$217K
MCM
2445
Manchester Capital Management
Vermont
$216K
MAG
2446
Mayfair Advisory Group
Alabama
$216K
CWA
2447
Centennial Wealth Advisory
Michigan
$215K
F8IS
2448
Figure 8 Investment Strategies
Idaho
$214K
PP
2449
Postrock Partners
Oregon
$214K
WSWA
2450
Warren Street Wealth Advisors
California
$214K