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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
LWM
2151
Lionshead Wealth Management
New York
$400K
WWM
2152
Westwood Wealth Management
California
$400K
CRB
2153
Chad R. Baker
$400K
TW
2154
TritonPoint Wealth
Maryland
$400K
BB
2155
Busey Bank
Illinois
$399K
BRIA
2156
Balanced Rock Investment Advisors
Massachusetts
$399K
DWA
2157
Delap Wealth Advisory
Oregon
$398K
HA
2158
Harbor Advisors
Florida
$397K
BMCM
2159
Black Maple Capital Management
Wisconsin
$397K
CQWA
2160
Chokshi & Queen Wealth Advisors
California
$397K
KCM
2161
Kathmere Capital Management
Pennsylvania
$397K
HCM
2162
Hengehold Capital Management
Ohio
$396K
FNBT
2163
FineMark National Bank & Trust
Florida
$395K
WF
2164
Womack Financial
Texas
$394K
FAT
2165
First American Trust
California
$393K
BMC
2166
Beaton Management Company
Massachusetts
$393K
VCP
2167
Verus Capital Partners
Arizona
$392K
CC
2168
Cypress Capital
Tennessee
$391K
TC
2169
Tannin Capital
North Carolina
$391K
VW
2170
Vantus Wealth
Pennsylvania
$389K
FMN
2171
Financial Management Network
California
$389K
LRWA
2172
Long Run Wealth Advisors
New York
$389K
GA
2173
GFS Advisors
Texas
$389K
OWP
2174
ORG Wealth Partners
Texas
$388K
TCM
2175
Tandem Capital Management
New Jersey
$388K