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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
SSWM
2201
Sheets Smith Wealth Management
North Carolina
$376K
IWAO
2202
Independence Wealth Advisors (Ohio)
Ohio
$375K
LCM
2203
Legato Capital Management
California
$375K
FWP
2204
Fiduciary Wealth Partners
Massachusetts
$375K
GWMIA
2205
Global Wealth Management Investment Advisory
Florida
$375K
CFIA
2206
Cantor Fitzgerald Investment Advisors
New York
$374K
AIA
2207
AssuredPartners Investment Advisors
Florida
$371K
ATC
2208
Adirondack Trust Company
New York
$371K
SCA
2209
Sandy Cove Advisors
Massachusetts
$371K
CPCM
2210
Cardinal Point Capital Management
Ontario, Canada
$371K
CT
2211
Coastline Trust
Rhode Island
$371K
MPM
2212
Meritage Portfolio Management
Kansas
$370K
DG
2213
DMC Group
Alabama
$370K
WH
2214
Willner & Heller
California
$369K
DIM
2215
Delta Investment Management
California
$369K
SQA
2216
Simon Quick Advisors
New Jersey
$369K
OWM
2217
Opes Wealth Management
California
$368K
QFW
2218
QTR Family Wealth
Florida
$368K
SIAG
2219
Safeguard Investment Advisory Group
California
$367K
AWM
2220
Atticus Wealth Management
Florida
$367K
FPCP
2221
Fort Point Capital Partners
California
$367K
ANBT
2222
American National Bank & Trust
Texas
$366K
SWA
2223
Strata Wealth Advisors
Texas
$366K
PI
2224
Pettee Investors
Connecticut
$366K
MWM
2225
Meritas Wealth Management
California
$366K