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Salesforce

2,907 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 increasing their positions, 1,226 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7932,907 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,907
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
MSFS
2576
Main Street Financial Solutions
Pennsylvania
$208K
AWA
2577
Argo Wealth Advisory
Virginia
$208K
ACG
2578
Allen Capital Group
Nebraska
$207K
KFA
2579
Kelleher Financial Advisors
New York
$206K
TA
2580
TruWealth Advisors
Louisiana
$206K
SI
2581
Saxon Interests
Texas
$206K
BFA
2582
Benedict Financial Advisors
Georgia
$206K
EFMH
2583
E Fund Management (HK)
Hong Kong
$206K
SWA
2584
SOA Wealth Advisors
New York
$206K
SWM
2585
Shrier Wealth Management
California
$204K
FZCM
2586
Flynn Zito Capital Management
New York
$204K
EB
2587
Exchange Bank
California
$204K
OBGC
2588
O'Brien Greene & Co
Pennsylvania
$203K
TWA
2589
Talisman Wealth Advisors
New Jersey
$203K
BWM
2590
Blossom Wealth Management
California
$203K
CCA
2591
Cora Capital Advisors
New Jersey
$203K
MSS
2592
Mitchell Sinkler & Starr
Pennsylvania
$203K
VCP
2593
Vista Capital Partners
Oregon
$203K
BFO
2594
Biltmore Family Office
North Carolina
$202K
WC
2595
Wynn Capital
Georgia
$202K
PMG
2596
Private Management Group
California
$202K
NWM
2597
Nova Wealth Management
Florida
$202K
VC
2598
Vestor Capital
Illinois
$202K
PP
2599
Pingora Partners
Wyoming
$202K
FWP
2600
Falcon Wealth Planning
California
$202K