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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
AT
1401
Adelphi Trust
Florida
$1.5M
PPWM
1402
Paragon Private Wealth Management
Kentucky
$1.49M
LWL
1403
Leo Wealth LLC
Texas
$1.49M
CPA
1404
Capital Performance Advisors
California
$1.49M
EPW
1405
Elevated Private Wealth
Wisconsin
$1.49M
BTWM
1406
Baker Tilly Wealth Management
Wisconsin
$1.49M
PIA
1407
Perennial Investment Advisors
California
$1.49M
PVI
1408
Pine Valley Investments
New Jersey
$1.49M
JMFC
1409
J.M. Forbes & Co
Massachusetts
$1.49M
CCA
1410
Childress Capital Advisors
Texas
$1.48M
SP
1411
Stablepoint Partners
Massachusetts
$1.48M
SIM
1412
Seaview Investment Managers
Florida
$1.48M
ISL
1413
Ingalls & Snyder LLC
New York
$1.48M
SSI
1414
Scott & Selber Inc
Texas
$1.47M
LAM
1415
Lewis Asset Management
California
$1.47M
JSL
1416
JT Stratford LLC
Georgia
$1.47M
WA
1417
Wealth Alliance
New York
$1.47M
AFP
1418
Ausdal Financial Partners
Iowa
$1.47M
PL
1419
PeakShares LLC
Florida
$1.47M
CCG
1420
Coastwise Capital Group
California
$1.47M
AWM
1421
Arista Wealth Management
Nevada
$1.46M
TBT
1422
Texas Bank & Trust
Texas
$1.46M
OPTFSNA
1423
Old Point Trust & Financial Services N A
Virginia
$1.46M
PPC
1424
Park Place Capital
Alabama
$1.46M
MCM
1425
Monarch Capital Management
Indiana
$1.46M