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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
FFO
1876
Fortitude Family Office
Arizona
$646K
PWM
1877
Purus Wealth Management
California
$645K
WI
1878
WrapManager Inc
California
$645K
OFS
1879
OneAscent Financial Services
Alabama
$645K
GWM
1880
Greenwich Wealth Management
Connecticut
$644K
GSB
1881
Greenfield Savings Bank
Massachusetts
$644K
SLG
1882
Stanley-Laman Group
Pennsylvania
$643K
ZI
1883
ZEGA Investments
Florida
$642K
QFA
1884
Quantum Financial Advisors
California
$642K
EHWM
1885
Eads & Heald Wealth Management
Georgia
$638K
SHFG
1886
S Harris Financial Group
Texas
$636K
FNB
1887
Farmers National Bank
Kentucky
$636K
CWM
1888
Cabot Wealth Management
Massachusetts
$635K
Fayez Sarofim & Co
1889
Fayez Sarofim & Co
Texas
$634K
Kayne Anderson Rudnick Investment Management
1890
Kayne Anderson Rudnick Investment Management
California
$631K
DWM
1891
Destination Wealth Management
California
$629K
MAM
1892
MMA Asset Management
Pennsylvania
$625K
NI
1893
Natural Investments
California
$622K
PTP
1894
Platform Technology Partners
New York
$621K
LIM
1895
Leavell Investment Management
Alabama
$621K
CCAM
1896
Cascades Capital Asset Management
North Carolina
$618K
CAI
1897
Capital Advisors Inc
Oklahoma
$617K
AWA
1898
AGH Wealth Advisors
Kansas
$617K
LOIM
1899
Liberty One Investment Management
Illinois
$613K
ACM
1900
AlphaStar Capital Management
North Carolina
$610K