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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
IWC
901
Integrated Wealth Concepts
Massachusetts
$4.63M
PCM
902
Prana Capital Management
Connecticut
$4.62M
OIA
903
OneDigital Investment Advisors
Kansas
$4.62M
KA
904
Kovack Advisors
Florida
$4.61M
ZCI
905
Zevenbergen Capital Investments
Washington
$4.61M
SIC
906
SFE Investment Counsel
California
$4.61M
LW
907
Linscomb Wealth
Texas
$4.6M
DAS
908
Dynamic Advisor Solutions
Arizona
$4.6M
FTWA
909
Fifth Third Wealth Advisors
Ohio
$4.58M
OL
910
Optas LLC
Texas
$4.57M
ITC
911
Inspire Trust Company
Nevada
$4.51M
PCIG
912
Partners Capital Investment Group
Massachusetts
$4.48M
DT
913
Diversified Trust
Tennessee
$4.48M
SWP
914
Sagespring Wealth Partners
Tennessee
$4.47M
SAM
915
Smartleaf Asset Management
Massachusetts
$4.47M
CIA
916
CCM Investment Advisers
South Carolina
$4.43M
HBT
917
Hills Bank & Trust
Iowa
$4.43M
AIM
918
Allen Investment Management
New York
$4.41M
SAM
919
Secure Asset Management
Michigan
$4.41M
TGIA
920
Torrey Growth & Income Advisors
California
$4.38M
JGCM
921
Joseph Group Capital Management
Ohio
$4.38M
AAM
922
Azzad Asset Management
Virginia
$4.36M
IRAG
923
Investment Research & Advisory Group
Georgia
$4.34M
PCM
924
Parsons Capital Management
Rhode Island
$4.33M
WTC
925
WhitTier Trust Company
Nevada
$4.32M