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Salesforce

2,906 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, 1,225 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,906 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,906
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
BPMC
1926
Buckland Partners Management Co
New York
$592K
MFG
1927
Magnus Financial Group
New York
$589K
IA
1928
IFG Advisors
Missouri
$587K
RZH
1929
Relyea Zuckerberg Hanson
Connecticut
$582K
CWMGO
1930
Capstone Wealth Management Group (Oregon)
Oregon
$582K
CA
1931
Calton & Associates
Florida
$580K
KIM
1932
Kestra Investment Management
Texas
$580K
RFS
1933
Richardson Financial Services
Massachusetts
$579K
WCM
1934
Windsor Capital Management
Arizona
$579K
PWS
1935
Peterson Wealth Services
Utah
$578K
PWMAG
1936
Pinnacle Wealth Management Advisory Group
New Jersey
$578K
TVAMP
1937
Tennessee Valley Asset Management Partners
Tennessee
$575K
CASB
1938
Cape Ann Savings Bank
Massachusetts
$575K
PA
1939
Perennial Advisors
New York
$574K
RPWA
1940
Regent Peak Wealth Advisors
Georgia
$573K
WA
1941
WBH Advisory
Maryland
$572K
HAM
1942
Harmony Asset Management
Arizona
$570K
ACA
1943
American Capital Advisory
Idaho
$570K
JSAM
1944
J. Safra Asset Management
New York
$570K
WCFA
1945
Walkner Condon Financial Advisors
Wisconsin
$569K
WAG
1946
Winthrop Advisory Group
Massachusetts
$569K
CA
1947
Cresta Advisors
Texas
$568K
SWP
1948
Semus Wealth Partners
Florida
$567K
CWA
1949
Consilio Wealth Advisors
Washington
$564K
LTI
1950
Laffer Tengler Investments
Tennessee
$564K