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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
SWM
1151
SeaCrest Wealth Management
New York
$2.47M
CCT
1152
Chemung Canal Trust
New York
$2.47M
CPW
1153
Cove Private Wealth
New York
$2.46M
AWP
1154
Ascent Wealth Partners
New York
$2.46M
SPS
1155
Susquehanna Portfolio Strategies
Pennsylvania
$2.45M
EB
1156
Eastern Bank
Massachusetts
$2.44M
SFS
1157
Sowell Financial Services
Arkansas
$2.44M
EWA
1158
EverSource Wealth Advisors
Alabama
$2.44M
RPC
1159
Rossmore Private Capital
Connecticut
$2.43M
NNPTE
1160
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.43M
BCM
1161
Boltwood Capital Management
California
$2.42M
JCM
1162
Jacobi Capital Management
Pennsylvania
$2.42M
TF
1163
TLWM Financial
Texas
$2.42M
FFWA
1164
FRG Family Wealth Advisors
Washington
$2.42M
FWA
1165
FOCUS Wealth Advisors
Texas
$2.41M
AMCA
1166
Arthur M. Cohen & Associates
Illinois
$2.4M
CI
1167
Cigna Investments
Connecticut
$2.4M
PDL
1168
Portfolio Design Labs
California
$2.39M
BHCM
1169
Brevan Howard Capital Management
Jersey
$2.39M
AWM
1170
Axxcess Wealth Management
California
$2.39M
WCM
1171
Weaver Capital Management
Georgia
$2.39M
EFG
1172
Elevated Financial Group
Indiana
$2.39M
TFS
1173
Thoroughbred Financial Services
Tennessee
$2.38M
PWM
1174
Power Wealth Management
Georgia
$2.38M
MGIA
1175
Moneta Group Investment Advisors
Missouri
$2.37M