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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
WWM
1126
Western Wealth Management
Colorado
$2.61M
CIP
1127
Convergence Investment Partners
Florida
$2.61M
FCP
1128
Fidelis Capital Partners
Florida
$2.61M
VNA
1129
Valley National Advisers
Pennsylvania
$2.6M
I
1130
INVST
Indiana
$2.59M
CB
1131
Community Bank
New York
$2.59M
SWM
1132
Sculati Wealth Management
Michigan
$2.59M
CAMG
1133
CWA Asset Management Group
Florida
$2.58M
CA
1134
Cache Advisors
California
$2.56M
IFWM
1135
Institute for Wealth Management
Colorado
$2.56M
JPWM
1136
Jamison Private Wealth Management
Georgia
$2.55M
TIA
1137
Tiemann Investment Advisors
California
$2.54M
MPPLM
1138
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.53M
Capstone Investment Advisors
1139
Capstone Investment Advisors
New York
$2.51M
CTC
1140
Cetera Trust Company
Minnesota
$2.5M
PWP
1141
Principle Wealth Partners
Connecticut
$2.5M
BRG
1142
Bay Rivers Group
Virginia
$2.5M
PPWP
1143
Premier Path Wealth Partners
New Jersey
$2.5M
PCM
1144
Poehling Capital Management
Wisconsin
$2.49M
DIA
1145
Dana Investment Advisors
Wisconsin
$2.49M
CWAG
1146
Compton Wealth Advisory Group
Virginia
$2.49M
CPC
1147
Congress Park Capital
New York
$2.49M
CFCI
1148
Comprehensive Financial Consultants Institutional
Indiana
$2.48M
TYCC
1149
Texas Yale Capital Corp
Florida
$2.47M
SWM
1150
SeaCrest Wealth Management
New York
$2.47M