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Salesforce

2,909 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,227 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: $

7.13% more ownership

Funds ownership: 79.52%86.65% (+7.1%)

4% more funds holding

Funds holding: 2,7942,909 (+115)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,227

Holders
2,909
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
PWG
1026
Portside Wealth Group
Utah
$3.28M
WAS
1027
Winch Advisory Services
Wisconsin
$3.28M
TPA
1028
Trivium Point Advisory
Connecticut
$3.27M
HIP
1029
Harrell Investment Partners
Texas
$3.26M
RMC
1030
Resources Management Corp
Connecticut
$3.25M
RT
1031
Rockland Trust
Massachusetts
$3.25M
CIG
1032
Cullen Investment Group
Louisiana
$3.23M
AC
1033
AlphaCore Capital
California
$3.22M
KLWA
1034
Kelly Lawrence W & Associates
California
$3.21M
KAS
1035
KPP Advisory Services
Kentucky
$3.21M
MWM
1036
Marion Wealth Management
Pennsylvania
$3.21M
MG
1037
Mather Group
Illinois
$3.2M
MYIA
1038
Mount Yale Investment Advisors
Colorado
$3.2M
AAP
1039
Arax Advisory Partners
Colorado
$3.19M
GCM
1040
GKV Capital Management
California
$3.19M
SF
1041
Symphony Financial
Texas
$3.18M
SMTF
1042
Sphera Management Technology Funds
Israel
$3.18M
GC
1043
Garde Capital
Washington
$3.18M
AWA
1044
Aaron Wealth Advisors
Illinois
$3.17M
UBG
1045
United Bank (Georgia)
Georgia
$3.17M
GGI
1046
GPM Growth Investors
Michigan
$3.17M
MCB
1047
Morton Community Bank
Illinois
$3.16M
USCWA
1048
U.S. Capital Wealth Advisors
Texas
$3.16M
CA
1049
Cullinan Associates
Kentucky
$3.15M
NP
1050
NorthRock Partners
Minnesota
$3.14M