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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
DAM
2726
Delta Asset Management
Tennessee
$71K
SHIM
2727
Stone House Investment Management
Pennsylvania
$70.1K
EWP
2728
Elevation Wealth Partners
California
$70K
WSC
2729
Wellington Shields & Co
New York
$69.1K
MHR
2730
Matthew Hamilton Rosenberg
$68.6K
TWD
2731
True Wealth Design
Ohio
$68.6K
AFC
2732
Ares Financial Consulting
California
$66.8K
IUHSA
2733
Itau Unibanco Holding S.A.
Brazil
$64.9K
FCMT
2734
Founders Capital Management (Texas)
Texas
$62.5K
WC
2735
Westwind Capital
New Mexico
$61K
UIA
2736
Ulland Investment Advisors
Minnesota
$60K
CFS
2737
CGC Financial Services
Oregon
$59.1K
PMFA
2738
Plante Moran Financial Advisors
Michigan
$58.9K
NWMP
2739
Noble Wealth Management PBC
Colorado
$57.8K
TCM
2740
TD Capital Management
Tennessee
$56.2K
SC
2741
Swan Capital
Florida
$55.7K
S
2742
Sachetta
Massachusetts
$55.1K
ME
2743
McIlrath & Eck
Washington
$54.4K
HHMI
2744
Howard Hughes Medical Institute
Maryland
$54.3K
MIM
2745
MTM Investment Management
South Carolina
$53.8K
T
2746
Tidemark
California
$53K
CIAS
2747
CBIZ Investment Advisory Services
Ohio
$52.8K
PWA
2748
Provenance Wealth Advisors
Florida
$52.5K
BTC
2749
Bank & Trust Company
Illinois
$50.3K
PCFFS
2750
Pacific Center for Financial Services
California
$50K