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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
SWIM
2676
Smallwood Wealth Investment Management
New Jersey
$89.6K
FDCP
2677
Foster Dykema Cabot & Partners
Massachusetts
$88.4K
EPAM
2678
Evelyn Partners Asset Management
$88K
ECM
2679
Estabrook Capital Management
New York
$87.7K
FP
2680
Financial Perspectives
Minnesota
$86.7K
LFASL
2681
Lugano Financial Advisors SA (LFA)
Switzerland
$86.4K
RTL
2682
Red Tortoise LLC
Georgia
$85.9K
AAG
2683
Armstrong Advisory Group
Massachusetts
$83.5K
SIC
2684
SJS Investment Consulting
Ohio
$83.2K
MLA
2685
MB, Levis & Associates
Pennsylvania
$82.4K
LWM
2686
Lodestone Wealth Management
Washington
$82.2K
HFS
2687
Horizon Financial Services
North Carolina
$81.9K
BW
2688
Basepoint Wealth
Iowa
$80.2K
WA
2689
WPG Advisers
Maryland
$78.7K
SG
2690
Sankala Group
Colorado
$78.2K
PWA
2691
Physician Wealth Advisors
Utah
$76K
FC
2692
Financial Consulate
Maryland
$75.8K
PWM
2693
Proathlete Wealth Management
Florida
$72.2K
CBT
2694
Crews Bank & Trust
Florida
$71.8K
DAM
2695
Delta Asset Management
Tennessee
$71K
SHIM
2696
Stone House Investment Management
Pennsylvania
$70.1K
EWP
2697
Elevation Wealth Partners
California
$70K
WSC
2698
Wellington Shields & Co
New York
$69.1K
MHR
2699
Matthew Hamilton Rosenberg
$68.6K
TWD
2700
True Wealth Design
Ohio
$68.6K