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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
DWM
2751
Dogwood Wealth Management
Kansas
$28.6K
TCM
2752
Tradewinds Capital Management
Washington
$28.4K
HHGA
2753
Halbert Hargrove Global Advisors
California
$27.9K
MPW
2754
MASECO Private Wealth
$27.6K
SR
2755
Swiss Re
Switzerland
$27.6K
BFP
2756
Birchwood Financial Partners
Minnesota
$27.6K
CC
2757
Corsicana & Co
Texas
$27.3K
LWMI
2758
Legacy Wealth Management (Idaho)
Idaho
$27.3K
LB
2759
Legacy Bridge
Iowa
$27.3K
RFA
2760
Reyes Financial Architecture
California
$27K
SRCM
2761
Signature Resources Capital Management
California
$27K
CAM
2762
Chesapeake Asset Management
New York
$26.8K
APW
2763
Atlantic Private Wealth
North Carolina
$26.5K
TC
2764
Tacita Capital
Ontario, Canada
$26.5K
AWM
2765
Ameliora Wealth Management
Switzerland
$26.5K
BOTPPF
2766
Board of the Pension Protection Fund
United Kingdom
$26.5K
KCM
2767
Key Capital Management
Tennessee
$26.5K
GWM
2768
Gilpin Wealth Management
Colorado
$26.5K
CMP
2769
Coston McIsaac & Partners
Maine
$26K
CF
2770
Collier Financial
Colorado
$25.1K
CRI
2771
Commonwealth Retirement Investments
Virginia
$25K
DPW
2772
DiNuzzo Private Wealth
Pennsylvania
$24.9K
SIS
2773
Strategic Investment Solutions
Illinois
$24.7K
API
2774
Asset Planning Inc
California
$24.6K
GIM
2775
Groesbeck Investment Management
New Jersey
$24K