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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
DFA
2651
DHJJ Financial Advisors
Illinois
$107K
ACA
2652
Atlas Capital Advisors
Wyoming
$105K
CPG
2653
Cornerstone Planning Group
New Jersey
$104K
HPWM
2654
High Point Wealth Management
New Jersey
$103K
EPW
2655
Evergreen Private Wealth
Colorado
$102K
FA
2656
FSA Advisors
Michigan
$101K
1GI
2657
180 GPS Investments
$99.6K
SWM
2658
SHP Wealth Management
Massachusetts
$97.5K
CH
2659
CDKV Holdings
Colorado
$96.7K
TAM
2660
Tucker Asset Management
Colorado
$96.4K
MAM
2661
Meeder Asset Management
Ohio
$95.9K
KAS
2662
Kemnay Advisory Services
New York
$95.9K
PWMG
2663
Private Wealth Management Group
New Jersey
$95.4K
CSC
2664
Caldwell Sutter Capital
California
$95.1K
TM
2665
Torren Management
California
$94.2K
CWM
2666
Consultiva Wealth Management
Puerto Rico
$93K
FPB
2667
First PREMIER Bank
South Dakota
$92K
RFG
2668
REAP Financial Group
Texas
$91.4K
NEWAS
2669
N.E.W. Advisory Services
Wisconsin
$90.4K
JAM
2670
JCIC Asset Management
Ontario, Canada
$90.1K
SWIM
2671
Smallwood Wealth Investment Management
New Jersey
$89.6K
FDCP
2672
Foster Dykema Cabot & Partners
Massachusetts
$88.4K
EPAM
2673
Evelyn Partners Asset Management
$88K
ECM
2674
Estabrook Capital Management
New York
$87.7K
FP
2675
Financial Perspectives
Minnesota
$86.7K