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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
SFC
2176
SYM Financial Corp
Indiana
$385K
MW
2177
MBL Wealth
North Carolina
$385K
RF
2178
Rossby Financial
Florida
$384K
TCM
2179
Triumph Capital Management
Colorado
$383K
BWM
2180
BlackDiamond Wealth Management
New York
$383K
CPWA
2181
Cerro Pacific Wealth Advisors
California
$383K
BFG
2182
Beacon Financial Group
Texas
$383K
SAM
2183
Sagewood Asset Management
New York
$383K
LCWP
2184
Legacy Capital Wealth Partners
Arkansas
$382K
BWS
2185
Broadway Wealth Solutions
Texas
$382K
OFG
2186
Oxford Financial Group
Indiana
$381K
BWA
2187
Bestgate Wealth Advisors
Maryland
$381K
SCG
2188
Sonata Capital Group
Washington
$381K
HI
2189
Hudock Inc
Pennsylvania
$380K
EFG
2190
Ethos Financial Group
Pennsylvania
$380K
RIS
2191
Retirement Income Solutions
Michigan
$377K
FG
2192
Foster Group
Iowa
$377K
NAS
2193
NWF Advisory Services
California
$376K
SSWM
2194
Sheets Smith Wealth Management
North Carolina
$376K
IWAO
2195
Independence Wealth Advisors (Ohio)
Ohio
$375K
LCM
2196
Legato Capital Management
California
$375K
FWP
2197
Fiduciary Wealth Partners
Massachusetts
$375K
GWMIA
2198
Global Wealth Management Investment Advisory
Florida
$375K
CFIA
2199
Cantor Fitzgerald Investment Advisors
New York
$374K
AIA
2200
AssuredPartners Investment Advisors
Florida
$371K