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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
AWM
2801
Ameliora Wealth Management
Switzerland
$26.5K
APW
2802
Atlantic Private Wealth
North Carolina
$26.5K
TC
2803
Tacita Capital
Ontario, Canada
$26.5K
BOTPPF
2804
Board of the Pension Protection Fund
United Kingdom
$26.5K
GWM
2805
Gilpin Wealth Management
Colorado
$26.5K
KCM
2806
Key Capital Management
Tennessee
$26.5K
CMP
2807
Coston McIsaac & Partners
Maine
$26K
CF
2808
Collier Financial
Colorado
$25.1K
CRI
2809
Commonwealth Retirement Investments
Virginia
$25K
DPW
2810
DiNuzzo Private Wealth
Pennsylvania
$24.9K
SIS
2811
Strategic Investment Solutions
Illinois
$24.7K
API
2812
Asset Planning Inc
California
$24.6K
GIM
2813
Groesbeck Investment Management
New Jersey
$24K
IIM
2814
IFC & Insurance Marketing
California
$24K
CFS
2815
Compass Financial Services
Iowa
$23.6K
CA
2816
Centerpoint Advisors
Massachusetts
$23K
PK
2817
Pflug Koory
Nebraska
$22.5K
EF
2818
Entrust Financial
Pennsylvania
$21.7K
WWA
2819
Wealth Watch Advisors
Colorado
$21.2K
MW
2820
Merited Wealth
Florida
$21.2K
AIM
2821
Access Investment Management
Georgia
$21.1K
VWA
2822
Valued Wealth Advisors
Utah
$21K
CWP
2823
Clark Wealth Partners
Illinois
$20.9K
CFM
2824
Cornerstone Financial Management
Massachusetts
$20.7K
WAG
2825
Wiser Advisor Group
Arizona
$20.6K