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Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,078 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,905 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,905
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
RWS
2751
Retirement Wealth Solutions
Wisconsin
$33.3K
CMA
2752
Cedar Mountain Advisors
Oregon
$32.5K
AP
2753
Aspect Partners
Virginia
$32.3K
CWM
2754
Cedar Wealth Management
California
$31K
BC
2755
Barrett & Company
Rhode Island
$29.1K
DWM
2756
Dogwood Wealth Management
Kansas
$28.6K
TCM
2757
Tradewinds Capital Management
Washington
$28.4K
HHGA
2758
Halbert Hargrove Global Advisors
California
$27.9K
MPW
2759
MASECO Private Wealth
$27.6K
SR
2760
Swiss Re
Switzerland
$27.6K
BFP
2761
Birchwood Financial Partners
Minnesota
$27.6K
CC
2762
Corsicana & Co
Texas
$27.3K
LWMI
2763
Legacy Wealth Management (Idaho)
Idaho
$27.3K
LB
2764
Legacy Bridge
Iowa
$27.3K
RFA
2765
Reyes Financial Architecture
California
$27K
SRCM
2766
Signature Resources Capital Management
California
$27K
CAM
2767
Chesapeake Asset Management
New York
$26.8K
APW
2768
Atlantic Private Wealth
North Carolina
$26.5K
AWM
2769
Ameliora Wealth Management
Switzerland
$26.5K
TC
2770
Tacita Capital
Ontario, Canada
$26.5K
KCM
2771
Key Capital Management
Tennessee
$26.5K
BOTPPF
2772
Board of the Pension Protection Fund
United Kingdom
$26.5K
GWM
2773
Gilpin Wealth Management
Colorado
$26.5K
CMP
2774
Coston McIsaac & Partners
Maine
$26K
CF
2775
Collier Financial
Colorado
$25.1K