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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
IIM
2776
IFC & Insurance Marketing
California
$24K
CFS
2777
Compass Financial Services
Iowa
$23.6K
CA
2778
Centerpoint Advisors
Massachusetts
$23K
PK
2779
Pflug Koory
Nebraska
$22.5K
EF
2780
Entrust Financial
Pennsylvania
$21.7K
WWA
2781
Wealth Watch Advisors
Colorado
$21.2K
MW
2782
Merited Wealth
Florida
$21.2K
AIM
2783
Access Investment Management
Georgia
$21.1K
VWA
2784
Valued Wealth Advisors
Utah
$21K
CWP
2785
Clark Wealth Partners
Illinois
$20.9K
CFM
2786
Cornerstone Financial Management
Massachusetts
$20.7K
WAG
2787
Wiser Advisor Group
Arizona
$20.6K
DMKJ
2788
David M. Knott Jr
$20.4K
AEPWM
2789
Atlantic Edge Private Wealth Management
Florida
$19.6K
UFPG
2790
United Financial Planning Group
New York
$19.6K
VWM
2791
Vermillion Wealth Management
Minnesota
$19.3K
BAM
2792
Bellevue Asset Management
Washington
$18.5K
OC
2793
Optima Capital
Oregon
$18.3K
CJ
2794
Caitlin John
Michigan
$17.5K
BBPWM
2795
Blue Bell Private Wealth Management
Pennsylvania
$17.5K
PSB
2796
Piscataqua Savings Bank
New Hampshire
$17.5K
LA
2797
LM Advisors
California
$17.4K
Q1WB
2798
Quest 10 Wealth Builders
Virginia
$17.4K
FCG
2799
Financial Connections Group
California
$17K
QA
2800
Quattro Advisors
Pennsylvania
$16.8K