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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
VIM
2051
Vista Investment Management
Pennsylvania
$474K
AIMA
2052
Ables Iannone Moore & Associates
Georgia
$471K
WCM
2053
Wedge Capital Management
North Carolina
$471K
BPFA
2054
Barnes Pettey Financial Advisors
Mississippi
$469K
WG
2055
Welch Group
Alabama
$467K
PSP
2056
Pacific Sage Partners
Washington
$467K
FSA
2057
Franklin Street Advisors
North Carolina
$466K
APW
2058
Austin Private Wealth
Texas
$466K
PWM
2059
Pines Wealth Management
North Carolina
$464K
SWGC
2060
Summit Wealth Group (Colorado)
Colorado
$463K
APWM
2061
Argonautica Private Wealth Management
Massachusetts
$463K
GCA
2062
Gallagher Capital Advisors
Texas
$463K
TFM
2063
TFC Financial Management
Massachusetts
$462K
ML
2064
McAdam LLC
Pennsylvania
$462K
KLCM
2065
KG&L Capital Management
Louisiana
$461K
FEG
2066
Financial Enhancement Group
Indiana
$458K
JCM
2067
Jacobsen Capital Management
Utah
$458K
DWS
2068
Dynamic Wealth Strategies
California
$458K
SCM
2069
Schnieders Capital Management
California
$457K
TWP
2070
Tyche Wealth Partners
Texas
$456K
FLP
2071
Financial Life Planners
Arizona
$455K
WPC
2072
Waters Parkerson & Co
Louisiana
$454K
TC
2073
TFR Capital
Texas
$454K
KCP
2074
Kera Capital Partners
California
$453K
NEI
2075
Northwest & Ethical Investments
Ontario, Canada
$452K