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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
SPAS
2076
Spectrum Planning & Advisory Services
California
$451K
PB
2077
Pinnacle Bancorp
Nebraska
$450K
MCA
2078
MSH Capital Advisors
Arizona
$449K
LI
2079
LRI Investments
Florida
$447K
STA
2080
Smith Thornton Advisors
Alabama
$447K
AF
2081
Aviso Financial
Ontario, Canada
$447K
DJYG
2082
David J. Yvars Group
Florida
$446K
LT
2083
Legacy Trust
Michigan
$446K
DCM
2084
DGS Capital Management
New Jersey
$446K
TWM
2085
Thryve Wealth Management
Texas
$446K
JTWM
2086
Jackson Thornton Wealth Management
Alabama
$445K
WF
2087
Wayfinding Financial
Washington
$443K
PMSA
2088
Patrick M. Sweeney & Associates
Illinois
$442K
JC
2089
JM2 Capital
Oklahoma
$441K
GWAG
2090
Garrett Wealth Advisory Group
Texas
$439K
BCA
2091
Bay Colony Advisors
Massachusetts
$439K
KOC
2092
Koss-Olinger Consulting
Florida
$438K
LSIA
2093
LaSalle St. Investment Advisors
Illinois
$437K
ONSWM
2094
Old North State Wealth Management
North Carolina
$435K
CL
2095
CVFG LLC
Indiana
$435K
EP
2096
EPIQ Partners
Minnesota
$435K
LEA
2097
Legacy Edge Advisors
New York
$434K
CAM
2098
Claret Asset Management
Quebec, Canada
$434K
OWMIAS
2099
One Wealth Management Investment & Advisory Services
Florida
$432K
ACM
2100
Arcataur Capital Management
Wisconsin
$431K