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Salesforce

2,899 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,077 increasing their positions, 1,225 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

7.12% more ownership

Funds ownership: 79.51%86.63% (+7.1%)

4% more funds holding

Funds holding: 2,7912,899 (+108)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.1B
Puts
$6.12B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$1.15B
3 -$590M
4
Invesco
Invesco
Georgia
-$476M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2551
Weatherly Asset Management
California
$215K
JCM
2552
Janney Capital Management
Pennsylvania
$214K
PFM
2553
Phillips Financial Management
Indiana
$214K
SPWM
2554
Spartan Planning & Wealth Management
North Carolina
$213K
PCP
2555
Panoramic Capital Partners
Oregon
$212K
GIP
2556
Greatmark Investment Partners
Georgia
$212K
WDG
2557
Wealth Dimensions Group
Ohio
$210K
BPC
2558
Bearing Point Capital
Minnesota
$210K
CCMW
2559
Cypress Capital Management (Wyoming)
Wyoming
$210K
WSWA
2560
Warren Street Wealth Advisors
California
$210K
AWM
2561
Abound Wealth Management
Tennessee
$210K
GRR
2562
Golden Reserve Retirement
Ohio
$210K
AWM
2563
Activest Wealth Management
Florida
$210K
MSA
2564
McAlister Sweet & Associates
Texas
$210K
BMM
2565
Berkshire Money Management
Massachusetts
$210K
BH
2566
Burk Holdings
Oklahoma
$208K
TA
2567
Teramo Advisors
Florida
$208K
MSFS
2568
Main Street Financial Solutions
Pennsylvania
$208K
AWA
2569
Argo Wealth Advisory
Virginia
$208K
ACG
2570
Allen Capital Group
Nebraska
$207K
KFA
2571
Kelleher Financial Advisors
New York
$206K
TA
2572
TruWealth Advisors
Louisiana
$206K
SI
2573
Saxon Interests
Texas
$206K
BFA
2574
Benedict Financial Advisors
Georgia
$206K
EFMH
2575
E Fund Management (HK)
Hong Kong
$206K