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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
AIM
2651
Arcadia Investment Management
Michigan
$118K
FNWA
2652
Financial Network Wealth Advisors
Utah
$118K
BHWM
2653
Beaird Harris Wealth Management
Texas
$116K
OAJ
2654
Ogorek Anthony Joseph
New York
$113K
PW
2655
Pandora Wealth
Illinois
$109K
AP
2656
Atwood & Palmer
Missouri
$108K
RPA
2657
Redwood Park Advisors
California
$108K
DFA
2658
DHJJ Financial Advisors
Illinois
$107K
ACA
2659
Atlas Capital Advisors
Wyoming
$105K
CPG
2660
Cornerstone Planning Group
New Jersey
$104K
HPWM
2661
High Point Wealth Management
New Jersey
$103K
EPW
2662
Evergreen Private Wealth
Colorado
$102K
FA
2663
FSA Advisors
Michigan
$101K
1GI
2664
180 GPS Investments
$99.6K
SWM
2665
SHP Wealth Management
Massachusetts
$97.5K
CH
2666
CDKV Holdings
Colorado
$96.7K
TAM
2667
Tucker Asset Management
Colorado
$96.4K
MAM
2668
Meeder Asset Management
Ohio
$95.9K
KAS
2669
Kemnay Advisory Services
New York
$95.9K
PWMG
2670
Private Wealth Management Group
New Jersey
$95.4K
CSC
2671
Caldwell Sutter Capital
California
$95.1K
TM
2672
Torren Management
California
$94.2K
CWM
2673
Consultiva Wealth Management
Puerto Rico
$93K
FPB
2674
First PREMIER Bank
South Dakota
$92K
RFG
2675
REAP Financial Group
Texas
$91.4K