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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
LWP
1251
LMG Wealth Partners
Louisiana
$1.98M
SIP
1252
Stoneridge Investment Partners
Pennsylvania
$1.97M
CA
1253
CSM Advisors
Pennsylvania
$1.97M
CPA
1254
Cardiff Park Advisors
California
$1.97M
CVA
1255
Central Valley Advisors
California
$1.97M
PA
1256
Procyon Advisors
Connecticut
$1.96M
AB
1257
Atlas Brown
Kentucky
$1.96M
KTC
1258
Kentucky Trust Company
Kentucky
$1.96M
SG
1259
StoneX Group
New York
$1.95M
CPIG
1260
Chicago Partners Investment Group
Illinois
$1.95M
UOTTAIMCU
1261
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.94M
Koshinski Asset Management
1262
Koshinski Asset Management
Illinois
$1.94M
HAG
1263
HF Advisory Group
Maryland
$1.93M
DC
1264
DeDora Capital
California
$1.93M
KC
1265
Karras Company
Utah
$1.92M
NP
1266
Nilsine Partners
Colorado
$1.91M
BSB
1267
Bangor Savings Bank
Maine
$1.89M
GA
1268
GraniteShares Advisors
New York
$1.89M
SWMG
1269
Signature Wealth Management Group
Georgia
$1.89M
QI
1270
Qtron Investments
Massachusetts
$1.89M
FMB
1271
Field & Main Bank
Kentucky
$1.89M
SW
1272
SteelPeak Wealth
California
$1.88M
NAS
1273
Nicolet Advisory Services
Wisconsin
$1.88M
VFA
1274
Voya Financial Advisors
Connecticut
$1.88M
WETS
1275
Wealth Enhancement Trust Services
South Dakota
$1.88M