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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
FRA
1001
Frank Rimerman Advisors
California
$3.51M
GS
1002
GTS Securities
New York
$3.5M
EWM
1003
EPG Wealth Management
Georgia
$3.49M
BHWM
1004
Bar Harbor Wealth Management
New Hampshire
$3.49M
FHC
1005
First Horizon Corporation
Tennessee
$3.47M
CNBT
1006
Canandaigua National Bank & Trust
New York
$3.46M
HAS
1007
HBW Advisory Services
California
$3.45M
PAS
1008
Parsonex Advisory Services
Colorado
$3.44M
KCM
1009
Kornitzer Capital Management
Kansas
$3.43M
WAP
1010
Wealthcare Advisory Partners
Pennsylvania
$3.41M
IWM
1011
IHT Wealth Management
Illinois
$3.4M
MCCP
1012
Mission Creek Capital Partners
California
$3.39M
AG
1013
Advocate Group
Minnesota
$3.38M
BRWA
1014
B. Riley Wealth Advisors
Florida
$3.38M
GIS
1015
Graphene Investments SAS
France
$3.36M
RFL
1016
RD Finance Ltd
Cyprus
$3.35M
PWM
1017
Palumbo Wealth Management
New York
$3.34M
CC
1018
Courier Capital
New York
$3.33M
MC
1019
Mathes Company
New York
$3.32M
IBOK
1020
Independence Bank of Kentucky
Kentucky
$3.31M
TCM
1021
Twin Capital Management
Pennsylvania
$3.3M
RWM
1022
Rockline Wealth Management
New York
$3.3M
KWA
1023
Kingswood Wealth Advisors
California
$3.29M
IIA
1024
IPG Investment Advisors
California
$3.29M
PWG
1025
Portside Wealth Group
Utah
$3.28M