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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
TWA
1276
Tulsa Wealth Advisors
Oklahoma
$1.87M
CCG
1277
Ceeto Capital Group
Florida
$1.86M
TAM
1278
Tealwood Asset Management
Minnesota
$1.86M
RSWM
1279
Robertson Stephens Wealth Management
California
$1.86M
SFCL
1280
Strengthening Families & Communities LLC
Massachusetts
$1.86M
PIMJS
1281
PKO Investment Management Joint-Stock
Poland
$1.85M
CPIA
1282
Cornell Pochily Investment Advisors
New York
$1.84M
RWC
1283
Rare Wolf Capital
Washington
$1.84M
TFGT
1284
TS Financial Group (TSFG)
Illinois
$1.84M
DT
1285
DV Trading
Illinois
$1.84M
NG
1286
Northstar Group
New York
$1.83M
UWM
1287
Urban Wealth Management
California
$1.83M
BM
1288
Brandywine Managers
Delaware
$1.83M
IB
1289
Intrust Bank
Kansas
$1.83M
WBC
1290
West Branch Capital
Massachusetts
$1.83M
RCG
1291
Regatta Capital Group
California
$1.82M
LWA
1292
Lineweaver Wealth Advisors
Ohio
$1.82M
PFG
1293
Prosperity Financial Group
California
$1.82M
TWM
1294
Thrive Wealth Management
Pennsylvania
$1.82M
VIM
1295
VELA Investment Management
Ohio
$1.81M
ATWA
1296
Arbor Trust Wealth Advisors
Michigan
$1.81M
SIA
1297
Soltis Investment Advisors
Utah
$1.8M
CIA
1298
Choate Investment Advisors
Massachusetts
$1.79M
FAM
1299
Fulcrum Asset Management
United Kingdom
$1.79M
DA
1300
Dover Advisors
Virginia
$1.78M