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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
DI
2851
DAGCO Inc
Ohio
$13.5K
RWA
2852
Redmont Wealth Advisors
Illinois
$13.2K
EA
2853
Evolution Advisers
Virginia
$13K
MAFA
2854
MJT & Associates Financial Advisory
Minnesota
$12.2K
PWA
2855
Principia Wealth Advisory
Texas
$12.2K
TFG
2856
Team Financial Group
California
$12K
CTA
2857
Colonial Trust Advisors
South Carolina
$11.9K
FIM
2858
FWL Investment Management
Texas
$11.9K
BFS
2859
Bare Financial Services
Pennsylvania
$11.9K
RCM
2860
Richardson Capital Management
Wisconsin
$11.9K
PS
2861
PayPay Securities
Japan
$11.9K
MBFW
2862
Morton Brown Family Wealth
Pennsylvania
$11.7K
HC
2863
Hurley Capital
New York
$10.4K
BHWM
2864
Bay Harbor Wealth Management
Maryland
$10.3K
DRP
2865
Decker Retirement Planning
Utah
$10.3K
CTB
2866
Country Trust Bank
Illinois
$9.8K
HWM
2867
HighMark Wealth Management
Minnesota
$9.27K
GGI
2868
Godsey & Gibb Inc
Virginia
$9.01K
JWM
2869
Jessup Wealth Management
Ohio
$8.88K
DWA
2870
Delos Wealth Advisors
Texas
$8.48K
WCM
2871
Westend Capital Management
California
$8.48K
EPG
2872
Estate Planners Group
Pennsylvania
$8.48K
GIM
2873
Gold Investment Management
Alberta, Canada
$8.21K
HFM
2874
Hartford Financial Management
Connecticut
$7.95K
B
2875
Bayban
Minnesota
$7.95K