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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
MRI
2451
Mad River Investors
Massachusetts
$213K
ERWM
2452
Elk River Wealth Management
Colorado
$213K
SPC
2453
Spirepoint Private Client
Florida
$213K
WF
2454
Whelan Financial
California
$213K
EAM
2455
Evanson Asset Management
California
$212K
GT
2456
GreatBanc Trust
Illinois
$212K
SSWG
2457
Seven Springs Wealth Group
Tennessee
$212K
KWM
2458
Kingsman Wealth Management
Florida
$212K
RWM
2459
Rialto Wealth Management
New York
$212K
SW
2460
SkyOak Wealth
Michigan
$211K
AWA
2461
Archvest Wealth Advisors
California
$211K
VCP
2462
Verus Capital Partners
Arizona
$211K
SN
2463
Sittner & Nelson
Oregon
$211K
SAM
2464
Summit Asset Management
Tennessee
$210K
BFS
2465
Burkett Financial Services
South Carolina
$210K
SIAP
2466
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K
CW
2467
Code Waechter
Florida
$209K
CAAS
2468
Capital Asset Advisory Services
Michigan
$209K
VCM
2469
Vivaldi Capital Management
Illinois
$209K
CV
2470
Counterweight Ventures
North Carolina
$209K
WEG
2471
World Equity Group
Illinois
$208K
IA
2472
Insight Advisors
Pennsylvania
$208K
ACG
2473
Allen Capital Group
Nebraska
$208K
KCP
2474
Kera Capital Partners
California
$208K
CIA
2475
Cladis Investment Advisory
Montana
$207K