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