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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
PCTC
2776
Perkins Coie Trust Company
Washington
$35.8K
DCM
2777
Dorato Capital Management
Colorado
$35K
IWP
2778
IAG Wealth Partners
Wisconsin
$34.4K
GCM
2779
Gunpowder Capital Management
Maryland
$34.4K
POIA
2780
Pin Oak Investment Advisors
Texas
$34K
AW
2781
Avion Wealth
Texas
$34K
PP
2782
Paladin Partners
Wisconsin
$33.4K
RWS
2783
Retirement Wealth Solutions
Wisconsin
$33.3K
CMA
2784
Cedar Mountain Advisors
Oregon
$32.5K
AP
2785
Aspect Partners
Virginia
$32.3K
CWM
2786
Cedar Wealth Management
California
$31K
MWA
2787
Medallion Wealth Advisors
Connecticut
$31K
BC
2788
Barrett & Company
Rhode Island
$29.1K
DWM
2789
Dogwood Wealth Management
Kansas
$28.6K
TCM
2790
Tradewinds Capital Management
Washington
$28.4K
HHGA
2791
Halbert Hargrove Global Advisors
California
$27.9K
MPW
2792
MASECO Private Wealth
$27.6K
BFP
2793
Birchwood Financial Partners
Minnesota
$27.6K
SR
2794
Swiss Re
Switzerland
$27.6K
CC
2795
Corsicana & Co
Texas
$27.3K
LWMI
2796
Legacy Wealth Management (Idaho)
Idaho
$27.3K
LB
2797
Legacy Bridge
Iowa
$27.3K
RFA
2798
Reyes Financial Architecture
California
$27K
SRCM
2799
Signature Resources Capital Management
California
$27K
CAM
2800
Chesapeake Asset Management
New York
$26.8K