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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
PI
1076
PFG Investments
New York
$2.94M
BWG
1077
Boomfish Wealth Group
Georgia
$2.94M
GEA
1078
Glen Eagle Advisors
New Jersey
$2.94M
RA
1079
RFG Advisory
Alabama
$2.94M
RCM
1080
RNC Capital Management
California
$2.93M
BHA
1081
Beech Hill Advisors
New York
$2.92M
BWM
1082
BigSur Wealth Management
Florida
$2.92M
Parallax Volatility Advisers
1083
Parallax Volatility Advisers
California
$2.91M
RC
1084
RV Capital
Switzerland
$2.91M
CWP
1085
Concord Wealth Partners
Virginia
$2.91M
JWCA
1086
J.W. Cole Advisors
Florida
$2.9M
MW
1087
Maia Wealth
Colorado
$2.89M
SLFPAM
1088
St. Louis Financial Planners Asset Management
Missouri
$2.88M
IA
1089
Icon Advisers
Colorado
$2.88M
SAI
1090
Savvy Advisors Inc
New York
$2.87M
AF
1091
Atala Financial
California
$2.87M
FB
1092
Fulton Bank
Pennsylvania
$2.85M
HCA
1093
Harbour Capital Advisors
Virginia
$2.85M
ACM
1094
Alta Capital Management
Utah
$2.85M
IAS
1095
Insigneo Advisory Services
Florida
$2.84M
SCM
1096
SCS Capital Management
Massachusetts
$2.84M
TAM
1097
Trust Asset Management
Texas
$2.82M
CIA
1098
Capital Investment Advisors
Georgia
$2.82M
NFG
1099
Nations Financial Group
Iowa
$2.82M
OFS
1100
OMC Financial Services
New York
$2.81M