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Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,078 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: $

7.13% more ownership

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

4% more funds holding

Funds holding: 2,7922,905 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,905
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
ACG
2576
Allen Capital Group
Nebraska
$207K
KFA
2577
Kelleher Financial Advisors
New York
$206K
TA
2578
TruWealth Advisors
Louisiana
$206K
SI
2579
Saxon Interests
Texas
$206K
BFA
2580
Benedict Financial Advisors
Georgia
$206K
EFMH
2581
E Fund Management (HK)
Hong Kong
$206K
SWA
2582
SOA Wealth Advisors
New York
$206K
SWM
2583
Shrier Wealth Management
California
$204K
FZCM
2584
Flynn Zito Capital Management
New York
$204K
EB
2585
Exchange Bank
California
$204K
OBGC
2586
O'Brien Greene & Co
Pennsylvania
$203K
TWA
2587
Talisman Wealth Advisors
New Jersey
$203K
BWM
2588
Blossom Wealth Management
California
$203K
MSS
2589
Mitchell Sinkler & Starr
Pennsylvania
$203K
VCP
2590
Vista Capital Partners
Oregon
$203K
CCA
2591
Cora Capital Advisors
New Jersey
$203K
BFO
2592
Biltmore Family Office
North Carolina
$202K
WC
2593
Wynn Capital
Georgia
$202K
PMG
2594
Private Management Group
California
$202K
NWM
2595
Nova Wealth Management
Florida
$202K
VC
2596
Vestor Capital
Illinois
$202K
PP
2597
Pingora Partners
Wyoming
$202K
FWP
2598
Falcon Wealth Planning
California
$202K
OC
2599
Oakworth Capital
Alabama
$202K
SA
2600
Strategic Advocates
Utah
$201K