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Salesforce

2,909 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,227 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: $

7.13% more ownership

Funds ownership: 79.52%86.65% (+7.1%)

4% more funds holding

Funds holding: 2,7942,909 (+115)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,227

Holders
2,909
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
ACM
1576
Allred Capital Management
Texas
$1.13M
DE
1577
Diversified Enterprises
Delaware
$1.13M
AWA
1578
Arete Wealth Advisors
Illinois
$1.12M
RMP
1579
Richards, Merrill & Peterson
Washington
$1.12M
SFG
1580
Shum Financial Group
California
$1.12M
PWM
1581
Palacios Wealth Management
Florida
$1.12M
AFCM
1582
Applied Finance Capital Management
Puerto Rico
$1.12M
ACS
1583
Archford Capital Strategies
Illinois
$1.11M
PMA
1584
Prudent Man Advisors
Illinois
$1.11M
CFM
1585
Catalyst Funds Management
Australia
$1.11M
NDSI
1586
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M
DA
1587
Doliver Advisors
Texas
$1.1M
MP
1588
Mangrove Partners
Connecticut
$1.1M
QWM
1589
Quadcap Wealth Management
Texas
$1.1M
HSA
1590
HBK Sorce Advisory
Pennsylvania
$1.1M
PWP
1591
Pursue Wealth Partners
California
$1.1M
ECA
1592
Elevated Capital Advisors
Utah
$1.1M
PA
1593
Probity Advisors
Texas
$1.09M
QWP
1594
Quotient Wealth Partners
Texas
$1.09M
SFA
1595
Souders Financial Advisors
Ohio
$1.09M
KCFA
1596
Key Client Fiduciary Advisors
New Jersey
$1.09M
BF
1597
Brucke Financial
Indiana
$1.09M
UIM
1598
Unified Investment Management
Georgia
$1.09M
PL
1599
Perpetual Ltd
Australia
$1.09M
MFP
1600
Meridian Financial Partners
Virginia
$1.09M