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Salesforce

2,907 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 increasing their positions, 1,226 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: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7932,907 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,907
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
RFP
1751
Root Financial Partners
California
$811K
PWPS
1752
Pinnacle Wealth Planning Services
Ohio
$811K
FC
1753
Fjell Capital
North Dakota
$808K
IHL
1754
Investment House LLC
California
$808K
GFP
1755
Gryphon Financial Partners
Ohio
$805K
WFI
1756
West Family Investments
California
$799K
MC
1757
Mirabaud & Cie
Switzerland
$796K
WSA
1758
Warm Springs Advisors
California
$796K
MFC
1759
Mechanics Financial Corp
Ohio
$796K
FWP
1760
Forefront Wealth Partners
Texas
$795K
CIAS
1761
Capital Investment Advisory Services
North Carolina
$794K
RIL
1762
Rothschild Investment LLC
Illinois
$792K
WFA
1763
WJ Financial Advisors
Connecticut
$791K
WPWM
1764
Western Pacific Wealth Management
Illinois
$790K
3IP
1765
3Chopt Investment Partners
Virginia
$787K
BB
1766
Burford Brothers
Texas
$784K
ZIG
1767
Zullo Investment Group
Pennsylvania
$783K
OWG
1768
Oxford Wealth Group
Florida
$780K
CH
1769
Cromwell Holdings
Wyoming
$780K
BWA
1770
Blodgett Wealth Advisors
California
$778K
AFT
1771
Alpha Family Trust
California
$778K
IA
1772
IFG Advisory
Georgia
$777K
BCM
1773
Bienville Capital Management
New York
$776K
WAOI
1774
Wealth Advisors of Iowa
Iowa
$774K
HBW
1775
Hazlett, Burt & Watson
West Virginia
$772K