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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
CWS
1701
Cypress Wealth Services
California
$882K
AFM
1702
Abbot Financial Management
Massachusetts
$879K
PWM
1703
Prosperity Wealth Management
California
$876K
FFA
1704
Florida Financial Advisors
Florida
$873K
IC
1705
Inscription Capital
Texas
$871K
PFWA
1706
Paces Ferry Wealth Advisors
Georgia
$870K
GRWP
1707
Green Ridge Wealth Planning
New Jersey
$869K
TCBWMS
1708
Texas Capital Bank Wealth Management Services
Texas
$869K
PFG
1709
Putney Financial Group
California
$865K
AAMU
1710
AEGON Asset Management (UK)
United Kingdom
$865K
FB
1711
First Bancorp
Maine
$864K
MW
1712
Marble Wealth
Alabama
$863K
BC
1713
Burney Company
Virginia
$862K
CWG
1714
Cornerstone Wealth Group
North Carolina
$861K
OIM
1715
Oder Investment Management
California
$860K
SP
1716
SmartHarvest Portfolios
Washington
$858K
CT
1717
Chicago Trust
Illinois
$857K
1IA
1718
1834 Investment Advisors
Wisconsin
$857K
CNTOF
1719
Canandaigua National Trust of Florida
New York
$855K
LA
1720
Legacy Advisors
Pennsylvania
$855K
IA
1721
Integrity Alliance
Iowa
$853K
ACP
1722
Argyle Capital Partners
California
$852K
PWM
1723
Prentice Wealth Management
New York
$852K
FFN
1724
Focus Financial Network
Minnesota
$851K
BA
1725
Birinyi Associates
Connecticut
$850K