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Salesforce

2,900 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 378 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: $

7.12% more ownership

Funds ownership: 79.51%86.63% (+7.1%)

4% more funds holding

Funds holding: 2,7912,900 (+109)

12% less repeat investments, than reductions

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

Holders
2,900
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
CP
826
Cumberland Partners
Ontario, Canada
$5.99M
PWS
827
Peloton Wealth Strategists
Indiana
$5.97M
AG
828
Ascent Group
Virginia
$5.93M
TIM
829
Thompson Investment Management
Wisconsin
$5.92M
CSP
830
Cary Street Partners
Virginia
$5.9M
AWA
831
Acumen Wealth Advisors
Tennessee
$5.9M
RWM
832
Revisor Wealth Management
Ohio
$5.86M
FFP
833
FourThought Financial Partners
Florida
$5.73M
S
834
SignatureFD
Georgia
$5.69M
LTAS
835
Linden Thomas Advisory Services
North Carolina
$5.66M
FMI
836
F/M Investments
District of Columbia
$5.66M
CCM
837
Cinctive Capital Management
New York
$5.65M
ISWM
838
Intesa Sanpaolo Wealth Management
$5.63M
MO
839
McMillan Office
Michigan
$5.62M
CWM
840
Cordatus Wealth Management
Pennsylvania
$5.61M
DAS
841
Diversify Advisory Services
Utah
$5.58M
VVP
842
Venture Visionary Partners
Ohio
$5.58M
BP
843
Ballentine Partners
Massachusetts
$5.56M
HCA
844
Harbor Capital Advisors
Illinois
$5.56M
MKA
845
M. Kulyk & Associates
Georgia
$5.55M
RCM
846
RB Capital Management
Nevada
$5.51M
GSEP
847
Golden State Equity Partners
California
$5.48M
OHIS
848
Oak Harvest Investment Services
Texas
$5.45M
CI
849
Ceera Investments
Texas
$5.43M
GM
850
GeoWealth Management
Illinois
$5.42M