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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
CJ
2801
Caitlin John
Michigan
$17.5K
BBPWM
2802
Blue Bell Private Wealth Management
Pennsylvania
$17.5K
PSB
2803
Piscataqua Savings Bank
New Hampshire
$17.5K
LA
2804
LM Advisors
California
$17.4K
Q1WB
2805
Quest 10 Wealth Builders
Virginia
$17.4K
FCG
2806
Financial Connections Group
California
$17K
QA
2807
Quattro Advisors
Pennsylvania
$16.8K
TVWM
2808
Tower View Wealth Management
Wisconsin
$16.1K
QL
2809
Quarry LP
New York
$15.9K
ICM
2810
Islay Capital Management
Texas
$15.9K
AS
2811
Altshuler Shaham
Israel
$15.9K
EI
2812
eCIO Inc
Wisconsin
$15.6K
PP
2813
PFS Partners
New Jersey
$15.5K
MAS
2814
MPWM Advisory Solutions
Georgia
$15.2K
AIS
2815
Advocate Investing Services
Maryland
$15K
HIA
2816
HFM Investment Advisors
New Jersey
$14.8K
GWM
2817
Greenline Wealth Management
Florida
$14.7K
SAM
2818
Sherman Asset Management
California
$13.8K
AW
2819
Ankerstar Wealth
Texas
$13.5K
DI
2820
DAGCO Inc
Ohio
$13.5K
RWA
2821
Redmont Wealth Advisors
Illinois
$13.2K
EA
2822
Evolution Advisers
Virginia
$13K
MAFA
2823
MJT & Associates Financial Advisory
Minnesota
$12.2K
PWA
2824
Principia Wealth Advisory
Texas
$12.2K
TFG
2825
Team Financial Group
California
$12K