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Salesforce

2,902 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 380 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: 2,7912,902 (+111)

12% less repeat investments, than reductions

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

Holders
2,902
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
DE
1576
Diversified Enterprises
Delaware
$1.13M
AWA
1577
Arete Wealth Advisors
Illinois
$1.12M
RMP
1578
Richards, Merrill & Peterson
Washington
$1.12M
SFG
1579
Shum Financial Group
California
$1.12M
PWM
1580
Palacios Wealth Management
Florida
$1.12M
AFCM
1581
Applied Finance Capital Management
Puerto Rico
$1.12M
ACS
1582
Archford Capital Strategies
Illinois
$1.11M
PMA
1583
Prudent Man Advisors
Illinois
$1.11M
CFM
1584
Catalyst Funds Management
Australia
$1.11M
NDSI
1585
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M
DA
1586
Doliver Advisors
Texas
$1.1M
MP
1587
Mangrove Partners
Connecticut
$1.1M
QWM
1588
Quadcap Wealth Management
Texas
$1.1M
HSA
1589
HBK Sorce Advisory
Pennsylvania
$1.1M
PWP
1590
Pursue Wealth Partners
California
$1.1M
ECA
1591
Elevated Capital Advisors
Utah
$1.1M
PA
1592
Probity Advisors
Texas
$1.09M
QWP
1593
Quotient Wealth Partners
Texas
$1.09M
SFA
1594
Souders Financial Advisors
Ohio
$1.09M
KCFA
1595
Key Client Fiduciary Advisors
New Jersey
$1.09M
BF
1596
Brucke Financial
Indiana
$1.09M
UIM
1597
Unified Investment Management
Georgia
$1.09M
PL
1598
Perpetual Ltd
Australia
$1.09M
MFP
1599
Meridian Financial Partners
Virginia
$1.09M
CB
1600
Cadence Bank
Mississippi
$1.09M