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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
FWM
2376
Forza Wealth Management
Florida
$287K
SIS
2377
Sound Income Strategies
Florida
$286K
TCM
2378
Traynor Capital Management
Pennsylvania
$286K
TSW
2379
Three Seasons Wealth
Utah
$285K
FHC
2380
First Heartland Consultants
Missouri
$285K
PUI
2381
Purpose Unlimited Inc
$285K
TWM
2382
Tradition Wealth Management
Minnesota
$284K
CCA
2383
Carrera Capital Advisors
Michigan
$284K
CSA
2384
Cottage Street Advisors
Massachusetts
$283K
FWM
2385
Focused Wealth Management
New York
$283K
OC
2386
Oarsman Capital
Wisconsin
$282K
NIM
2387
Northeast Investment Management
Massachusetts
$281K
CCM
2388
Chaney Capital Management
Washington
$279K
VPW
2389
Variant Private Wealth
Virginia
$279K
MMM
2390
Mendel Money Management
Illinois
$279K
CFO
2391
Collective Family Office
Pennsylvania
$279K
5NPW
2392
55 North Private Wealth
Florida
$279K
BI
2393
Beckerman Institutional
New Jersey
$278K
MFS
2394
Madrona Financial Services
Washington
$277K
GCS
2395
Gordian Capital (Singapore)
Singapore
$276K
SPC
2396
Spirepoint Private Client
Florida
$276K
DIP
2397
DT Investment Partners
Pennsylvania
$275K
TFA
2398
Tranquilli Financial Advisor
New Jersey
$275K
BWM
2399
BCS Wealth Management
Tennessee
$274K
LRIA
2400
Leonard Rickey Investment Advisors
Washington
$274K