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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
TAFW
1351
Tred Avon Family Wealth
Maryland
$1.62M
SJIM
1352
St. Johns Investment Management
Florida
$1.62M
Q
1353
QVR
California
$1.62M
IAS
1354
IMA Advisory Services
Colorado
$1.62M
HWM
1355
Hohimer Wealth Management
Washington
$1.61M
HIA
1356
Harbor Investment Advisory
Maryland
$1.61M
PAM
1357
Paradigm Asset Management
New York
$1.6M
MCM
1358
Mainstream Capital Management
California
$1.6M
CCG
1359
Cypress Capital Group
Florida
$1.6M
TPWA
1360
TRUE Private Wealth Advisors
Oregon
$1.6M
SCM
1361
Sandler Capital Management
New York
$1.59M
CFP
1362
Catalyst Financial Partners
Massachusetts
$1.59M
LCAM
1363
London & Capital Asset Management
United Kingdom
$1.59M
OCA
1364
OpenArc Corporate Advisory
Georgia
$1.58M
SVWAG
1365
Sound View Wealth Advisors Group
Georgia
$1.58M
PCM
1366
Pincus Capital Management
New York
$1.58M
GIPW
1367
Granite Islands Private Wealth
Connecticut
$1.58M
RH
1368
RFG Holdings
Texas
$1.57M
CWM
1369
Calamos Wealth Management
Illinois
$1.57M
1SB
1370
1ST Source Bank
Indiana
$1.57M
ADL
1371
Asset Dedication LLC
California
$1.57M
NAMNJ
1372
NorthStar Asset Management (New Jersey)
New Jersey
$1.57M
GBT
1373
Grove Bank & Trust
Florida
$1.56M
OFS
1374
Orrstown Financial Services
Pennsylvania
$1.56M
JSW
1375
Journey Strategic Wealth
New Jersey
$1.56M