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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
LPT
1376
Legacy Private Trust
Wisconsin
$1.55M
BC
1377
Bowman & Company
Wisconsin
$1.55M
AA
1378
Argent Advisors
Louisiana
$1.55M
TCPG
1379
Trivant Custom Portfolio Group
California
$1.53M
RCA
1380
Runnymede Capital Advisors
Ohio
$1.53M
CWM
1381
Chemistry Wealth Management
New York
$1.53M
FMI
1382
Frec Markets Inc
California
$1.53M
AB
1383
ANB Bank
Colorado
$1.52M
SC
1384
Sapient Capital
Indiana
$1.52M
PPW
1385
Parcion Private Wealth
Washington
$1.52M
TC
1386
Trust Company
Kansas
$1.52M
CB
1387
CNB Bank
Pennsylvania
$1.52M
LFS
1388
Littlejohn Financial Services
Oregon
$1.52M
EFG
1389
Embree Financial Group
Illinois
$1.51M
VWA
1390
Visionary Wealth Advisors
Illinois
$1.51M
FG
1391
Fiduciary Group
Georgia
$1.51M
ACM
1392
Ayrshire Capital Management
Connecticut
$1.51M
SC
1393
Saturna Capital
Washington
$1.51M
MSK
1394
Melissa S. Kampmann
$1.51M
GPA
1395
Guerra Pan Advisors
New Jersey
$1.5M
QPBE
1396
Quintet Private Bank (Europe)
Luxembourg
$1.5M
JF
1397
Jump Financial
Illinois
$1.5M
IQI
1398
Integrated Quantitative Investments
Washington
$1.5M
SWA
1399
Sax Wealth Advisors
New Jersey
$1.5M
GKWIM
1400
Gerber Kawasaki Wealth & Investment Management
California
$1.5M