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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
SWA
2576
SOA Wealth Advisors
New York
$206K
SWM
2577
Shrier Wealth Management
California
$204K
FZCM
2578
Flynn Zito Capital Management
New York
$204K
EB
2579
Exchange Bank
California
$204K
OBGC
2580
O'Brien Greene & Co
Pennsylvania
$203K
TWA
2581
Talisman Wealth Advisors
New Jersey
$203K
BWM
2582
Blossom Wealth Management
California
$203K
VCP
2583
Vista Capital Partners
Oregon
$203K
MSS
2584
Mitchell Sinkler & Starr
Pennsylvania
$203K
CCA
2585
Cora Capital Advisors
New Jersey
$203K
CIP
2586
Castlefield Investment Partners
$203K
BFO
2587
Biltmore Family Office
North Carolina
$202K
WC
2588
Wynn Capital
Georgia
$202K
PMG
2589
Private Management Group
California
$202K
NWM
2590
Nova Wealth Management
Florida
$202K
VC
2591
Vestor Capital
Illinois
$202K
PP
2592
Pingora Partners
Wyoming
$202K
FWP
2593
Falcon Wealth Planning
California
$202K
OC
2594
Oakworth Capital
Alabama
$202K
SA
2595
Strategic Advocates
Utah
$201K
TCM
2596
Tufton Capital Management
Maryland
$201K
EFA
2597
Evernest Financial Advisors
Indiana
$201K
VP
2598
Verum Partners
North Carolina
$201K
WMA
2599
Wealth Management Associates
New Jersey
$201K
C
2600
Covestor
United Kingdom
$200K