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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
2601
Main Street Financial Solutions
Pennsylvania
$208K
AWA
2602
Argo Wealth Advisory
Virginia
$208K
ACG
2603
Allen Capital Group
Nebraska
$207K
KFA
2604
Kelleher Financial Advisors
New York
$206K
TA
2605
TruWealth Advisors
Louisiana
$206K
SI
2606
Saxon Interests
Texas
$206K
BFA
2607
Benedict Financial Advisors
Georgia
$206K
EFMH
2608
E Fund Management (HK)
Hong Kong
$206K
SWA
2609
SOA Wealth Advisors
New York
$206K
SWM
2610
Shrier Wealth Management
California
$204K
FZCM
2611
Flynn Zito Capital Management
New York
$204K
EB
2612
Exchange Bank
California
$204K
OBGC
2613
O'Brien Greene & Co
Pennsylvania
$203K
TWA
2614
Talisman Wealth Advisors
New Jersey
$203K
BWM
2615
Blossom Wealth Management
California
$203K
CCA
2616
Cora Capital Advisors
New Jersey
$203K
MSS
2617
Mitchell Sinkler & Starr
Pennsylvania
$203K
VCP
2618
Vista Capital Partners
Oregon
$203K
BFO
2619
Biltmore Family Office
North Carolina
$202K
WC
2620
Wynn Capital
Georgia
$202K
PMG
2621
Private Management Group
California
$202K
NWM
2622
Nova Wealth Management
Florida
$202K
VC
2623
Vestor Capital
Illinois
$202K
PP
2624
Pingora Partners
Wyoming
$202K
FWP
2625
Falcon Wealth Planning
California
$202K