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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
BHWM
2651
Beaird Harris Wealth Management
Texas
$116K
OAJ
2652
Ogorek Anthony Joseph
New York
$113K
PW
2653
Pandora Wealth
Illinois
$109K
AP
2654
Atwood & Palmer
Missouri
$108K
RPA
2655
Redwood Park Advisors
California
$108K
DFA
2656
DHJJ Financial Advisors
Illinois
$107K
ACA
2657
Atlas Capital Advisors
Wyoming
$105K
CPG
2658
Cornerstone Planning Group
New Jersey
$104K
HPWM
2659
High Point Wealth Management
New Jersey
$103K
EPW
2660
Evergreen Private Wealth
Colorado
$102K
FA
2661
FSA Advisors
Michigan
$101K
1GI
2662
180 GPS Investments
$99.6K
SWM
2663
SHP Wealth Management
Massachusetts
$97.5K
CH
2664
CDKV Holdings
Colorado
$96.7K
TAM
2665
Tucker Asset Management
Colorado
$96.4K
MAM
2666
Meeder Asset Management
Ohio
$95.9K
KAS
2667
Kemnay Advisory Services
New York
$95.9K
PWMG
2668
Private Wealth Management Group
New Jersey
$95.4K
CSC
2669
Caldwell Sutter Capital
California
$95.1K
TM
2670
Torren Management
California
$94.2K
CWM
2671
Consultiva Wealth Management
Puerto Rico
$93K
FPB
2672
First PREMIER Bank
South Dakota
$92K
RFG
2673
REAP Financial Group
Texas
$91.4K
NEWAS
2674
N.E.W. Advisory Services
Wisconsin
$90.4K
JAM
2675
JCIC Asset Management
Ontario, Canada
$90.1K