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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
CMP
2776
Coston McIsaac & Partners
Maine
$26K
CF
2777
Collier Financial
Colorado
$25.1K
CRI
2778
Commonwealth Retirement Investments
Virginia
$25K
DPW
2779
DiNuzzo Private Wealth
Pennsylvania
$24.9K
SIS
2780
Strategic Investment Solutions
Illinois
$24.7K
API
2781
Asset Planning Inc
California
$24.6K
GIM
2782
Groesbeck Investment Management
New Jersey
$24K
IIM
2783
IFC & Insurance Marketing
California
$24K
CFS
2784
Compass Financial Services
Iowa
$23.6K
CA
2785
Centerpoint Advisors
Massachusetts
$23K
PK
2786
Pflug Koory
Nebraska
$22.5K
EF
2787
Entrust Financial
Pennsylvania
$21.7K
WWA
2788
Wealth Watch Advisors
Colorado
$21.2K
MW
2789
Merited Wealth
Florida
$21.2K
AIM
2790
Access Investment Management
Georgia
$21.1K
VWA
2791
Valued Wealth Advisors
Utah
$21K
CWP
2792
Clark Wealth Partners
Illinois
$20.9K
CFM
2793
Cornerstone Financial Management
Massachusetts
$20.7K
WAG
2794
Wiser Advisor Group
Arizona
$20.6K
DMKJ
2795
David M. Knott Jr
$20.4K
AEPWM
2796
Atlantic Edge Private Wealth Management
Florida
$19.6K
UFPG
2797
United Financial Planning Group
New York
$19.6K
VWM
2798
Vermillion Wealth Management
Minnesota
$19.3K
BAM
2799
Bellevue Asset Management
Washington
$18.5K
OC
2800
Optima Capital
Oregon
$18.3K