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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
VCM
1951
Voleon Capital Management
California
$564K
AA
1952
Addison Advisors
Vermont
$562K
I
1953
InceptionR
California
$562K
SEP
1954
Signature Equity Partners
Ohio
$561K
APM
1955
a16z Perennial Management
California
$561K
CA
1956
Capital Advantage
California
$561K
BPW
1957
Bingham Private Wealth
California
$559K
BIG
1958
Brookwood Investment Group
Arizona
$558K
FSBI
1959
Fearless Solutions (Best Invest)
Texas
$555K
AG
1960
AmeriFlex Group
Nevada
$553K
OBWG
1961
Onyx Bridge Wealth Group
New York
$552K
4A
1962
4Wealth Advisors
Illinois
$552K
SP
1963
Stonebrook Private
Michigan
$551K
CWM
1964
Centurion Wealth Management
Virginia
$550K
MWM
1965
Mosley Wealth Management
California
$548K
HWA
1966
HCR Wealth Advisors
California
$548K
LWM
1967
Latko Wealth Management
Illinois
$547K
LOWM
1968
Laurel Oak Wealth Management
New Jersey
$547K
SIA
1969
SGL Investment Advisors
Montana
$546K
PCMH
1970
Polymer Capital Management (HK)
Hong Kong
$545K
1CP
1971
17 Capital Partners
Arizona
$544K
MG
1972
McHugh Group
Ohio
$543K
PWP
1973
Phillips Wealth Planners
Mississippi
$543K
RIP
1974
RAM Investment Partners
Washington
$541K
AP
1975
Appleton Partners
Massachusetts
$539K