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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
LFASL
2676
Lugano Financial Advisors SA (LFA)
Switzerland
$86.4K
RTL
2677
Red Tortoise LLC
Georgia
$85.9K
AAG
2678
Armstrong Advisory Group
Massachusetts
$83.5K
SIC
2679
SJS Investment Consulting
Ohio
$83.2K
MLA
2680
MB, Levis & Associates
Pennsylvania
$82.4K
LWM
2681
Lodestone Wealth Management
Washington
$82.2K
HFS
2682
Horizon Financial Services
North Carolina
$81.9K
BW
2683
Basepoint Wealth
Iowa
$80.2K
WA
2684
WPG Advisers
Maryland
$78.7K
SG
2685
Sankala Group
Colorado
$78.2K
PWA
2686
Physician Wealth Advisors
Utah
$76K
FC
2687
Financial Consulate
Maryland
$75.8K
PWM
2688
Proathlete Wealth Management
Florida
$72.2K
CBT
2689
Crews Bank & Trust
Florida
$71.8K
DAM
2690
Delta Asset Management
Tennessee
$71K
SHIM
2691
Stone House Investment Management
Pennsylvania
$70.1K
EWP
2692
Elevation Wealth Partners
California
$70K
WSC
2693
Wellington Shields & Co
New York
$69.1K
MHR
2694
Matthew Hamilton Rosenberg
$68.6K
TWD
2695
True Wealth Design
Ohio
$68.6K
AFC
2696
Ares Financial Consulting
California
$66.8K
IUHSA
2697
Itau Unibanco Holding S.A.
Brazil
$64.9K
FCMT
2698
Founders Capital Management (Texas)
Texas
$62.5K
WC
2699
Westwind Capital
New Mexico
$61K
UIA
2700
Ulland Investment Advisors
Minnesota
$60K