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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
TWM
1901
Trueblood Wealth Management
Ohio
$609K
AWE
1902
Avidian Wealth Enterprises
Texas
$609K
GSIAS
1903
Garden State Investment Advisory Services
New Jersey
$609K
FFA
1904
Founders Financial Alliance
North Carolina
$608K
AHL
1905
Abel Hall LLC
Louisiana
$608K
SCI
1906
Silver Coast Investments
United States
$606K
VCA
1907
Verdence Capital Advisors
Maryland
$606K
CWM
1908
Connecticut Wealth Management
Connecticut
$605K
S
1909
Sunpointe
Missouri
$605K
ST
1910
Smithfield Trust
Pennsylvania
$604K
IWA
1911
IVC Wealth Advisors
Pennsylvania
$602K
FA
1912
Fiduciary Alliance
South Carolina
$601K
VGDSS
1913
VUB Generali dochodkova spravcovska spolocnost
$599K
WAG
1914
Wilkerson Advisory Group
Missouri
$599K
CIM
1915
CIM Investment Management
Pennsylvania
$599K
ST
1916
Somerset Trust
Pennsylvania
$598K
DI
1917
Diligent Investors
California
$596K
DIP
1918
Davis Investment Partners
North Carolina
$596K
AWM
1919
Accurate Wealth Management
Florida
$595K
BFA
1920
Beacon Financial Advisory
Ohio
$595K
VFG
1921
Victory Financial Group
Texas
$593K
BPMC
1922
Buckland Partners Management Co
New York
$592K
MFG
1923
Magnus Financial Group
New York
$589K
IA
1924
IFG Advisors
Missouri
$587K
RZH
1925
Relyea Zuckerberg Hanson
Connecticut
$582K