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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
WTA
2326
Washington Trust Advisors
Massachusetts
$309K
MWA
2327
Muirfield Wealth Advisors
North Carolina
$308K
PCA
2328
Peddock Capital Advisors
Massachusetts
$308K
C1AG
2329
Client 1st Advisory Group
Florida
$307K
NRI
2330
NFP Retirement Inc
California
$307K
TMC
2331
Themes Management Co
Connecticut
$307K
AWA
2332
Ark Wealth Advisors
California
$306K
MWA
2333
Motive Wealth Advisors
Michigan
$305K
FSA
2334
Fort Sheridan Advisors
Illinois
$305K
LW
2335
Livet Wealth
Utah
$305K
MWM
2336
Mindset Wealth Management
Indiana
$305K
EAM
2337
Evanson Asset Management
California
$304K
MAWCM
2338
Mine & Arao Wealth Creation & Management
California
$303K
TAP
2339
TSG Advice Partners
Ohio
$303K
MFA
2340
Morling Financial Advisors
California
$303K
OFW
2341
Omnia Family Wealth
Florida
$302K
WA
2342
Winter & Associates
Minnesota
$301K
CFS
2343
CRA Financial Services
New Jersey
$301K
SIAP
2344
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$300K
MWA
2345
Midland Wealth Advisors
Illinois
$300K
JWM
2346
JGP Wealth Management
Oregon
$300K
A
2347
Argentarii
Ohio
$299K
FCT
2348
First Community Trust
Iowa
$299K
FAM
2349
Forte Asset Management
New York
$298K
KFC
2350
Klingenstein Fields & Co
New York
$298K