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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
FC
1751
Fjell Capital
North Dakota
$808K
IHL
1752
Investment House LLC
California
$808K
GFP
1753
Gryphon Financial Partners
Ohio
$805K
WFI
1754
West Family Investments
California
$799K
MC
1755
Mirabaud & Cie
Switzerland
$796K
WSA
1756
Warm Springs Advisors
California
$796K
MFC
1757
Mechanics Financial Corp
Ohio
$796K
FWP
1758
Forefront Wealth Partners
Texas
$795K
CIAS
1759
Capital Investment Advisory Services
North Carolina
$794K
RIL
1760
Rothschild Investment LLC
Illinois
$792K
WFA
1761
WJ Financial Advisors
Connecticut
$791K
WPWM
1762
Western Pacific Wealth Management
Illinois
$790K
3IP
1763
3Chopt Investment Partners
Virginia
$787K
BB
1764
Burford Brothers
Texas
$784K
ZIG
1765
Zullo Investment Group
Pennsylvania
$783K
OWG
1766
Oxford Wealth Group
Florida
$780K
CH
1767
Cromwell Holdings
Wyoming
$780K
BWA
1768
Blodgett Wealth Advisors
California
$778K
AFT
1769
Alpha Family Trust
California
$778K
IA
1770
IFG Advisory
Georgia
$777K
BCM
1771
Bienville Capital Management
New York
$776K
WAOI
1772
Wealth Advisors of Iowa
Iowa
$774K
HBW
1773
Hazlett, Burt & Watson
West Virginia
$772K
HIC
1774
Holderness Investments Company
North Carolina
$771K
APW
1775
Aventura Private Wealth
Florida
$771K