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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
APM
1951
a16z Perennial Management
California
$561K
CA
1952
Capital Advantage
California
$561K
BPW
1953
Bingham Private Wealth
California
$559K
BIG
1954
Brookwood Investment Group
Arizona
$558K
FSBI
1955
Fearless Solutions (Best Invest)
Texas
$555K
AG
1956
AmeriFlex Group
Nevada
$553K
OBWG
1957
Onyx Bridge Wealth Group
New York
$552K
4A
1958
4Wealth Advisors
Illinois
$552K
SP
1959
Stonebrook Private
Michigan
$551K
CWM
1960
Centurion Wealth Management
Virginia
$550K
MWM
1961
Mosley Wealth Management
California
$548K
HWA
1962
HCR Wealth Advisors
California
$548K
LWM
1963
Latko Wealth Management
Illinois
$547K
LOWM
1964
Laurel Oak Wealth Management
New Jersey
$547K
SIA
1965
SGL Investment Advisors
Montana
$546K
PCMH
1966
Polymer Capital Management (HK)
Hong Kong
$545K
1CP
1967
17 Capital Partners
Arizona
$544K
MG
1968
McHugh Group
Ohio
$543K
PWP
1969
Phillips Wealth Planners
Mississippi
$543K
RIP
1970
RAM Investment Partners
Washington
$541K
AP
1971
Appleton Partners
Massachusetts
$539K
JWM
1972
Jeppson Wealth Management
California
$537K
SWM
1973
Sandro Wealth Management
New Jersey
$537K
EPIMS
1974
Evelyn Partners Investment Management Services
$536K
HNB
1975
Hilltop National Bank
Wyoming
$536K