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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
AT
2676
Arlington Trust
Alabama
$121K
TPBG
2677
Turning Point Benefit Group
Maryland
$120K
MAM
2678
Magellan Asset Management
Australia
$118K
AIM
2679
Arcadia Investment Management
Michigan
$118K
FNWA
2680
Financial Network Wealth Advisors
Utah
$118K
BHWM
2681
Beaird Harris Wealth Management
Texas
$116K
OAJ
2682
Ogorek Anthony Joseph
New York
$113K
PW
2683
Pandora Wealth
Illinois
$109K
AP
2684
Atwood & Palmer
Missouri
$108K
RPA
2685
Redwood Park Advisors
California
$108K
DFA
2686
DHJJ Financial Advisors
Illinois
$107K
ACA
2687
Atlas Capital Advisors
Wyoming
$105K
CPG
2688
Cornerstone Planning Group
New Jersey
$104K
HPWM
2689
High Point Wealth Management
New Jersey
$103K
EPW
2690
Evergreen Private Wealth
Colorado
$102K
FA
2691
FSA Advisors
Michigan
$101K
1GI
2692
180 GPS Investments
$99.6K
SWM
2693
SHP Wealth Management
Massachusetts
$97.5K
CH
2694
CDKV Holdings
Colorado
$96.7K
TAM
2695
Tucker Asset Management
Colorado
$96.4K
MAM
2696
Meeder Asset Management
Ohio
$95.9K
KAS
2697
Kemnay Advisory Services
New York
$95.9K
PWMG
2698
Private Wealth Management Group
New Jersey
$95.4K
CSC
2699
Caldwell Sutter Capital
California
$95.1K
TM
2700
Torren Management
California
$94.2K