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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
PGAM
2626
Princeton Global Asset Management
New Jersey
$144K
PWAM
2627
Private Wealth Asset Management
Iowa
$143K
OCM
2628
Osbon Capital Management
Massachusetts
$139K
MWM
2629
Mascoma Wealth Management
New Hampshire
$137K
NMG
2630
New Millennium Group
Utah
$136K
BIA
2631
Bell Investment Advisors
California
$136K
VFM
2632
Vision Financial Markets
Connecticut
$136K
BCPWM
2633
Bradley & Co Private Wealth Management
Florida
$135K
1IA
2634
1620 Investment Advisors
Massachusetts
$134K
SL
2635
Salomon & Ludwin
Virginia
$133K
FMP
2636
Financial Management Professionals
Texas
$131K
GAG
2637
Goodman Advisory Group
Massachusetts
$129K
FFA
2638
Frazier Financial Advisors
Ohio
$124K
BDL
2639
Banque de Luxembourg
Luxembourg
$122K
BCM
2640
Boreal Capital Management
Florida
$121K
AT
2641
Arlington Trust
Alabama
$121K
TPBG
2642
Turning Point Benefit Group
Maryland
$120K
MAM
2643
Magellan Asset Management
Australia
$118K
AIM
2644
Arcadia Investment Management
Michigan
$118K
FNWA
2645
Financial Network Wealth Advisors
Utah
$118K
BHWM
2646
Beaird Harris Wealth Management
Texas
$116K
OAJ
2647
Ogorek Anthony Joseph
New York
$113K
PW
2648
Pandora Wealth
Illinois
$109K
AP
2649
Atwood & Palmer
Missouri
$108K
RPA
2650
Redwood Park Advisors
California
$108K