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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
6F
1501
626 Financial
Michigan
$1.29M
SWM
1502
Spire Wealth Management
Virginia
$1.29M
FCA
1503
FLC Capital Advisors
California
$1.29M
PJSIMP
1504
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M
LCGC
1505
Legacy Capital Group California
California
$1.28M
AIM
1506
Anchor Investment Management
South Carolina
$1.28M
VAM
1507
Virtue Asset Management
Illinois
$1.28M
QC
1508
Quent Capital
New York
$1.28M
IIC
1509
Ironwood Investment Counsel
Arizona
$1.27M
CAG
1510
Cypress Advisory Group
Arizona
$1.27M
VIS
1511
Vega Investment Solutions
France
$1.27M
GCM
1512
Geneva Capital Management
Wisconsin
$1.26M
DWM
1513
Drive Wealth Management
Utah
$1.26M
CIA
1514
Cape Investment Advisory
Georgia
$1.26M
CFG
1515
Chapman Financial Group
Hawaii
$1.26M
AWM
1516
Angeles Wealth Management
California
$1.25M
AGA
1517
Accuvest Global Advisors
Utah
$1.25M
CWP
1518
Curated Wealth Partners
California
$1.25M
NA
1519
Navellier & Associates
Nevada
$1.25M
BCM
1520
BluePath Capital Management
Georgia
$1.25M
WI
1521
Westbourne Investments
Virginia
$1.25M
RCAG
1522
Rehmann Capital Advisory Group
Michigan
$1.24M
MA
1523
MONECO Advisors
Connecticut
$1.24M
RB
1524
Renasant Bank
Mississippi
$1.24M
FC
1525
Fairscale Capital
New Hampshire
$1.24M