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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
CFS
2701
CGC Financial Services
Oregon
$59.1K
PMFA
2702
Plante Moran Financial Advisors
Michigan
$58.9K
NWMP
2703
Noble Wealth Management PBC
Colorado
$57.8K
TCM
2704
TD Capital Management
Tennessee
$56.2K
SC
2705
Swan Capital
Florida
$55.7K
S
2706
Sachetta
Massachusetts
$55.1K
ME
2707
McIlrath & Eck
Washington
$54.4K
HHMI
2708
Howard Hughes Medical Institute
Maryland
$54.3K
MIM
2709
MTM Investment Management
South Carolina
$53.8K
T
2710
Tidemark
California
$53K
CIAS
2711
CBIZ Investment Advisory Services
Ohio
$52.8K
PWA
2712
Provenance Wealth Advisors
Florida
$52.5K
BTC
2713
Bank & Trust Company
Illinois
$50.3K
PCFFS
2714
Pacific Center for Financial Services
California
$50K
GCM
2715
Gables Capital Management
Florida
$47.9K
USB
2716
Union Savings Bank
Connecticut
$47.2K
BGAI
2717
Bruce G. Allen Investments
Colorado
$46.4K
DCM
2718
Disciplina Capital Management
Tennessee
$46.3K
PWMG
2719
Prestige Wealth Management Group
New Jersey
$46.2K
RWM
2720
RMG Wealth Management
Wisconsin
$44.6K
CIC
2721
Concord Investment Counsel
California
$44K
MG
2722
MilWealth Group
Wisconsin
$43.7K
KG
2723
Kilter Group
New York
$43.7K
NI
2724
NCP Inc
California
$43.2K
MWPCG
2725
Measured Wealth Private Client Group
New Hampshire
$43.2K