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Salesforce

2,904 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, 1,077 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7912,904 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,904
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
LA
2801
LM Advisors
California
$17.4K
Q1WB
2802
Quest 10 Wealth Builders
Virginia
$17.4K
FCG
2803
Financial Connections Group
California
$17K
QA
2804
Quattro Advisors
Pennsylvania
$16.8K
TVWM
2805
Tower View Wealth Management
Wisconsin
$16.1K
QL
2806
Quarry LP
New York
$15.9K
ICM
2807
Islay Capital Management
Texas
$15.9K
AS
2808
Altshuler Shaham
Israel
$15.9K
EI
2809
eCIO Inc
Wisconsin
$15.6K
PP
2810
PFS Partners
New Jersey
$15.5K
MAS
2811
MPWM Advisory Solutions
Georgia
$15.2K
AIS
2812
Advocate Investing Services
Maryland
$15K
HIA
2813
HFM Investment Advisors
New Jersey
$14.8K
GWM
2814
Greenline Wealth Management
Florida
$14.7K
SAM
2815
Sherman Asset Management
California
$13.8K
AW
2816
Ankerstar Wealth
Texas
$13.5K
DI
2817
DAGCO Inc
Ohio
$13.5K
RWA
2818
Redmont Wealth Advisors
Illinois
$13.2K
EA
2819
Evolution Advisers
Virginia
$13K
MAFA
2820
MJT & Associates Financial Advisory
Minnesota
$12.2K
PWA
2821
Principia Wealth Advisory
Texas
$12.2K
TFG
2822
Team Financial Group
California
$12K
CTA
2823
Colonial Trust Advisors
South Carolina
$11.9K
FIM
2824
FWL Investment Management
Texas
$11.9K
BFS
2825
Bare Financial Services
Pennsylvania
$11.9K