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Salesforce

2,899 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 377 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: 2,7912,899 (+108)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,899
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
WPA
2351
Wealth Preservation Advisors
Tennessee
$297K
RTC
2352
Real Talk Capital
Tennessee
$297K
JC
2353
JB Capital
Connecticut
$297K
GS
2354
GWN Securities
Florida
$296K
PCH
2355
PGIM Custom Harvest
New Jersey
$296K
EV
2356
EJMK Ventures
Illinois
$296K
FOA
2357
Five Oceans Advisors
California
$295K
SYBT
2358
Stock Yards Bank & Trust
Kentucky
$294K
NFA
2359
Northern Financial Advisors
Michigan
$294K
ITIM
2360
Indiana Trust & Investment Management
Indiana
$294K
SCM
2361
SOL Capital Management
Maryland
$293K
FNWM
2362
Financial Network Wealth Management
Utah
$293K
E
2363
Entelevest
Florida
$293K
WE
2364
Wealth Effects
Massachusetts
$293K
GCP
2365
GSA Capital Partners
United Kingdom
$292K
GA
2366
GSG Advisors
New Jersey
$292K
SAA
2367
Southeast Asset Advisors
Georgia
$291K
GCP
2368
Gill Capital Partners
Colorado
$290K
GHA
2369
Granite Harbor Advisors
Texas
$290K
MWM
2370
Momentous Wealth Management
Washington
$289K
MCM
2371
Mengis Capital Management
Oregon
$289K
EW
2372
Element Wealth
Mississippi
$288K
SLP
2373
Storen Legacy Partners
Indiana
$287K
UAS
2374
United Asset Strategies
New York
$287K
AIS
2375
AM Investment Strategies
Tennessee
$287K