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Salesforce

2,901 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 379 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: 2,7912,901 (+110)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,901
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
FBB
1551
Fulton Breakefield Broenniman
Maryland
$1.17M
KC
1552
Kepler Cheuvreux
$1.17M
HDA
1553
Harold Davidson & Associates
California
$1.17M
TCPW
1554
Twin City Private Wealth
North Carolina
$1.17M
QPW
1555
Quantum Private Wealth
Florida
$1.16M
NJIM
1556
Nabity-Jensen Investment Management
Nebraska
$1.16M
HI
1557
Harbour Investments
Wisconsin
$1.15M
KFS
1558
Kaizen Financial Strategies
California
$1.15M
FCM
1559
Fairbanks Capital Management
California
$1.15M
NWAG
1560
Net Worth Advisory Group
Utah
$1.15M
JWBC
1561
J.W. Burns & Co
New York
$1.15M
BAM
1562
Byrne Asset Management
New Jersey
$1.15M
CIC
1563
Cornercap Investment Counsel
Georgia
$1.15M
ESB
1564
Essex Savings Bank
Connecticut
$1.15M
IIM
1565
Ipswich Investment Management
Massachusetts
$1.15M
FBFS
1566
First Business Financial Services
Wisconsin
$1.14M
CWAF
1567
Core Wealth Advisors (Florida)
Florida
$1.14M
JFA
1568
JNBA Financial Advisors
Minnesota
$1.14M
SS
1569
Sunbelt Securities
Texas
$1.13M
TW
1570
Tempo Wealth
Ohio
$1.13M
TPW
1571
Transatlantique Private Wealth
New York
$1.13M
CWA
1572
Crux Wealth Advisors
California
$1.13M
VA
1573
Valmark Advisers
Ohio
$1.13M
MDA
1574
Minot DeBlois Advisors
Massachusetts
$1.13M
ACM
1575
Allred Capital Management
Texas
$1.13M