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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
CRI
2776
Commonwealth Retirement Investments
Virginia
$25K
DPW
2777
DiNuzzo Private Wealth
Pennsylvania
$24.9K
SIS
2778
Strategic Investment Solutions
Illinois
$24.7K
API
2779
Asset Planning Inc
California
$24.6K
GIM
2780
Groesbeck Investment Management
New Jersey
$24K
IIM
2781
IFC & Insurance Marketing
California
$24K
CFS
2782
Compass Financial Services
Iowa
$23.6K
CA
2783
Centerpoint Advisors
Massachusetts
$23K
PK
2784
Pflug Koory
Nebraska
$22.5K
EF
2785
Entrust Financial
Pennsylvania
$21.7K
WWA
2786
Wealth Watch Advisors
Colorado
$21.2K
MW
2787
Merited Wealth
Florida
$21.2K
AIM
2788
Access Investment Management
Georgia
$21.1K
VWA
2789
Valued Wealth Advisors
Utah
$21K
CWP
2790
Clark Wealth Partners
Illinois
$20.9K
CFM
2791
Cornerstone Financial Management
Massachusetts
$20.7K
WAG
2792
Wiser Advisor Group
Arizona
$20.6K
DMKJ
2793
David M. Knott Jr
$20.4K
AEPWM
2794
Atlantic Edge Private Wealth Management
Florida
$19.6K
UFPG
2795
United Financial Planning Group
New York
$19.6K
VWM
2796
Vermillion Wealth Management
Minnesota
$19.3K
BAM
2797
Bellevue Asset Management
Washington
$18.5K
OC
2798
Optima Capital
Oregon
$18.3K
CJ
2799
Caitlin John
Michigan
$17.5K
BBPWM
2800
Blue Bell Private Wealth Management
Pennsylvania
$17.5K