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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
DMKJ
2826
David M. Knott Jr
$20.4K
AEPWM
2827
Atlantic Edge Private Wealth Management
Florida
$19.6K
UFPG
2828
United Financial Planning Group
New York
$19.6K
VWM
2829
Vermillion Wealth Management
Minnesota
$19.3K
BAM
2830
Bellevue Asset Management
Washington
$18.5K
OC
2831
Optima Capital
Oregon
$18.3K
CJ
2832
Caitlin John
Michigan
$17.5K
BBPWM
2833
Blue Bell Private Wealth Management
Pennsylvania
$17.5K
PSB
2834
Piscataqua Savings Bank
New Hampshire
$17.5K
LA
2835
LM Advisors
California
$17.4K
Q1WB
2836
Quest 10 Wealth Builders
Virginia
$17.4K
FCG
2837
Financial Connections Group
California
$17K
QA
2838
Quattro Advisors
Pennsylvania
$16.8K
TVWM
2839
Tower View Wealth Management
Wisconsin
$16.1K
QL
2840
Quarry LP
New York
$15.9K
ICM
2841
Islay Capital Management
Texas
$15.9K
AS
2842
Altshuler Shaham
Israel
$15.9K
EI
2843
eCIO Inc
Wisconsin
$15.6K
PP
2844
PFS Partners
New Jersey
$15.5K
MAS
2845
MPWM Advisory Solutions
Georgia
$15.2K
AIS
2846
Advocate Investing Services
Maryland
$15K
HIA
2847
HFM Investment Advisors
New Jersey
$14.8K
GWM
2848
Greenline Wealth Management
Florida
$14.7K
SAM
2849
Sherman Asset Management
California
$13.8K
AW
2850
Ankerstar Wealth
Texas
$13.5K