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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
PT
826
Plimoth Trust
Massachusetts
$6.16M
EIA
827
Eastover Investment Advisors
North Carolina
$6.13M
MWM
828
Meridian Wealth Management
Kentucky
$6.12M
IA
829
IFP Advisors
Florida
$6.12M
DWT
830
Dorsey & Whitney Trust
South Dakota
$6.04M
NFSG
831
Newbridge Financial Services Group
Florida
$6.04M
CP
832
Cumberland Partners
Ontario, Canada
$5.99M
PWS
833
Peloton Wealth Strategists
Indiana
$5.97M
AG
834
Ascent Group
Virginia
$5.93M
TIM
835
Thompson Investment Management
Wisconsin
$5.92M
CSP
836
Cary Street Partners
Virginia
$5.9M
AWA
837
Acumen Wealth Advisors
Tennessee
$5.9M
RWM
838
Revisor Wealth Management
Ohio
$5.86M
FFP
839
FourThought Financial Partners
Florida
$5.73M
S
840
SignatureFD
Georgia
$5.69M
LTAS
841
Linden Thomas Advisory Services
North Carolina
$5.66M
FMI
842
F/M Investments
District of Columbia
$5.66M
CCM
843
Cinctive Capital Management
New York
$5.65M
ISWM
844
Intesa Sanpaolo Wealth Management
$5.63M
MO
845
McMillan Office
Michigan
$5.62M
CWM
846
Cordatus Wealth Management
Pennsylvania
$5.61M
DAS
847
Diversify Advisory Services
Utah
$5.58M
VVP
848
Venture Visionary Partners
Ohio
$5.58M
BP
849
Ballentine Partners
Massachusetts
$5.56M
HCA
850
Harbor Capital Advisors
Illinois
$5.56M