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Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 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: 2,7922,905 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,905
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
LCM
2201
Legato Capital Management
California
$375K
FWP
2202
Fiduciary Wealth Partners
Massachusetts
$375K
GWMIA
2203
Global Wealth Management Investment Advisory
Florida
$375K
CFIA
2204
Cantor Fitzgerald Investment Advisors
New York
$374K
AIA
2205
AssuredPartners Investment Advisors
Florida
$371K
ATC
2206
Adirondack Trust Company
New York
$371K
SCA
2207
Sandy Cove Advisors
Massachusetts
$371K
CPCM
2208
Cardinal Point Capital Management
Ontario, Canada
$371K
CT
2209
Coastline Trust
Rhode Island
$371K
MPM
2210
Meritage Portfolio Management
Kansas
$370K
DG
2211
DMC Group
Alabama
$370K
WH
2212
Willner & Heller
California
$369K
DIM
2213
Delta Investment Management
California
$369K
SQA
2214
Simon Quick Advisors
New Jersey
$369K
OWM
2215
Opes Wealth Management
California
$368K
QFW
2216
QTR Family Wealth
Florida
$368K
SIAG
2217
Safeguard Investment Advisory Group
California
$367K
AWM
2218
Atticus Wealth Management
Florida
$367K
FPCP
2219
Fort Point Capital Partners
California
$367K
ANBT
2220
American National Bank & Trust
Texas
$366K
SWA
2221
Strata Wealth Advisors
Texas
$366K
PI
2222
Pettee Investors
Connecticut
$366K
MWM
2223
Meritas Wealth Management
California
$366K
ACA
2224
Arsenal Capital Advisors
Pennsylvania
$365K
B
2225
Bensler
Washington
$365K