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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
SC
876
Sawyer & Company
Massachusetts
$5.11M
SS
877
SBI Securities
Japan
$5.08M
DWM
878
Diversify Wealth Management
Utah
$5.07M
TCCM
879
Timber Creek Capital Management
Massachusetts
$5.06M
EIM
880
Essex Investment Management
Massachusetts
$5.05M
AG
881
AlTi Global
New York
$5.05M
WPC
882
Wedmont Private Capital
Pennsylvania
$5.05M
QOP
883
Quinn Opportunity Partners
Virginia
$5.03M
ZBNA
884
Zions Bancorporation, National Association
Utah
$5.02M
SAM
885
Smithbridge Asset Management
Pennsylvania
$5.01M
EPW
886
Evolve Private Wealth
California
$4.98M
GIC
887
Generali Investments CEE
Czech Republic
$4.96M
SWM
888
Selective Wealth Management
Virginia
$4.95M
VI
889
Vestcor Inc
New Brunswick, Canada
$4.95M
JF
890
Jericho Financial
Ohio
$4.94M
AC
891
Asio Capital
Kentucky
$4.93M
WPP
892
Whalerock Point Partners
Rhode Island
$4.91M
PWP
893
Private Wealth Partners
California
$4.87M
GWM
894
Geneos Wealth Management
Colorado
$4.84M
SF
895
Summit Financial
New Jersey
$4.82M
ISB
896
Iowa State Bank
Iowa
$4.82M
VIA
897
Vickerman Investment Advisors
Washington
$4.8M
VA
898
VestGen Advisors
Illinois
$4.72M
RWA
899
Roberts Wealth Advisors
California
$4.71M
AFG
900
Atomi Financial Group
New York
$4.71M