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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
CWA
2126
Cura Wealth Advisors
Illinois
$415K
RIP
2127
Reliant Investment Partners
North Carolina
$415K
PWC
2128
Pathfinder Wealth Consulting
North Carolina
$414K
BW
2129
BXM Wealth
Colorado
$414K
KW
2130
KWB Wealth
California
$414K
BOH
2131
Bank of Hawaii
Hawaii
$413K
FMC
2132
First Merchants Corp
Indiana
$412K
CFO
2133
CVA Family Office
Colorado
$411K
DWA
2134
Dougherty Wealth Advisers
Minnesota
$410K
GWSG
2135
GPS Wealth Strategies Group
Colorado
$410K
CM
2136
Capula Management
Cayman Islands
$410K
CPWM
2137
Cypress Point Wealth Management
Texas
$409K
OPWM
2138
Oregon Pacific Wealth Management
Oregon
$409K
SI
2139
Seeds Investor
New York
$407K
CCP
2140
Cane Capital Partners
Louisiana
$407K
HNW
2141
High Note Wealth
Minnesota
$407K
WC
2142
Westerkirk Capital
$407K
PWMG
2143
Pioneer Wealth Management Group
Texas
$407K
BCP
2144
Berkeley Capital Partners
Georgia
$407K
GAM
2145
Griffin Asset Management
New York
$406K
VAG
2146
VisionPoint Advisory Group
Texas
$406K
FFB
2147
First Financial Bankshares
Texas
$406K
CCMT
2148
CMT Capital Markets Trading
Germany
$406K
TCM
2149
Telos Capital Management
California
$405K
DE
2150
DV Equities
Illinois
$405K