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Salesforce

2,907 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 increasing their positions, 1,226 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: 2,7932,907 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,907
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
POIA
2751
Pin Oak Investment Advisors
Texas
$34K
AW
2752
Avion Wealth
Texas
$34K
RWS
2753
Retirement Wealth Solutions
Wisconsin
$33.3K
CMA
2754
Cedar Mountain Advisors
Oregon
$32.5K
AP
2755
Aspect Partners
Virginia
$32.3K
CWM
2756
Cedar Wealth Management
California
$31K
BC
2757
Barrett & Company
Rhode Island
$29.1K
DWM
2758
Dogwood Wealth Management
Kansas
$28.6K
TCM
2759
Tradewinds Capital Management
Washington
$28.4K
HHGA
2760
Halbert Hargrove Global Advisors
California
$27.9K
MPW
2761
MASECO Private Wealth
$27.6K
SR
2762
Swiss Re
Switzerland
$27.6K
BFP
2763
Birchwood Financial Partners
Minnesota
$27.6K
CC
2764
Corsicana & Co
Texas
$27.3K
LWMI
2765
Legacy Wealth Management (Idaho)
Idaho
$27.3K
LB
2766
Legacy Bridge
Iowa
$27.3K
RFA
2767
Reyes Financial Architecture
California
$27K
SRCM
2768
Signature Resources Capital Management
California
$27K
CAM
2769
Chesapeake Asset Management
New York
$26.8K
TC
2770
Tacita Capital
Ontario, Canada
$26.5K
AWM
2771
Ameliora Wealth Management
Switzerland
$26.5K
APW
2772
Atlantic Private Wealth
North Carolina
$26.5K
GWM
2773
Gilpin Wealth Management
Colorado
$26.5K
KCM
2774
Key Capital Management
Tennessee
$26.5K
BOTPPF
2775
Board of the Pension Protection Fund
United Kingdom
$26.5K