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Salesforce

2,908 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,226 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: 79.52%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7942,908 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,908
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
TC
2176
Tannin Capital
North Carolina
$391K
VW
2177
Vantus Wealth
Pennsylvania
$389K
FMN
2178
Financial Management Network
California
$389K
LRWA
2179
Long Run Wealth Advisors
New York
$389K
GA
2180
GFS Advisors
Texas
$389K
OWP
2181
ORG Wealth Partners
Texas
$388K
TCM
2182
Tandem Capital Management
New Jersey
$388K
SFC
2183
SYM Financial Corp
Indiana
$385K
MW
2184
MBL Wealth
North Carolina
$385K
RF
2185
Rossby Financial
Florida
$384K
TCM
2186
Triumph Capital Management
Colorado
$383K
BWM
2187
BlackDiamond Wealth Management
New York
$383K
CPWA
2188
Cerro Pacific Wealth Advisors
California
$383K
BFG
2189
Beacon Financial Group
Texas
$383K
SAM
2190
Sagewood Asset Management
New York
$383K
LCWP
2191
Legacy Capital Wealth Partners
Arkansas
$382K
BWS
2192
Broadway Wealth Solutions
Texas
$382K
OFG
2193
Oxford Financial Group
Indiana
$381K
BWA
2194
Bestgate Wealth Advisors
Maryland
$381K
SCG
2195
Sonata Capital Group
Washington
$381K
HI
2196
Hudock Inc
Pennsylvania
$380K
EFG
2197
Ethos Financial Group
Pennsylvania
$380K
RIS
2198
Retirement Income Solutions
Michigan
$377K
FG
2199
Foster Group
Iowa
$377K
NAS
2200
NWF Advisory Services
California
$376K