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Salesforce

2,907 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7932,907 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,907
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
CIP
2401
Castlefield Investment Partners
$277K
MFS
2402
Madrona Financial Services
Washington
$277K
GCS
2403
Gordian Capital (Singapore)
Singapore
$276K
SPC
2404
Spirepoint Private Client
Florida
$276K
DIP
2405
DT Investment Partners
Pennsylvania
$275K
TFA
2406
Tranquilli Financial Advisor
New Jersey
$275K
BWM
2407
BCS Wealth Management
Tennessee
$274K
LRIA
2408
Leonard Rickey Investment Advisors
Washington
$274K
HIS
2409
Harvest Investment Services
Illinois
$274K
OL
2410
one8zero8 LLC
North Carolina
$273K
IAS
2411
Integrity Advisory Solutions
Texas
$273K
LIA
2412
LBMC Investment Advisors
Tennessee
$272K
OPF
2413
Old Peak Finance
North Carolina
$272K
FFG
2414
Frisch Financial Group
New York
$272K
FIBOI
2415
First International Bank of Israel
$271K
TCOO
2416
Trust Company of Oklahoma
Oklahoma
$271K
CWA
2417
Canvas Wealth Advisors
Kansas
$270K
TWM
2418
TriaGen Wealth Management
California
$270K
SFG
2419
SevenBridge Financial Group
Pennsylvania
$269K
TCMP
2420
Thrive Capital Management (Pennsylvania)
Pennsylvania
$269K
MWP
2421
Meriwether Wealth & Planning
Louisiana
$269K
VAM
2422
Verity Asset Management
North Carolina
$269K
A
2423
AlphaQuest
New York
$269K
KIG
2424
Kennedy Investment Group
New Jersey
$268K
BWP
2425
Balboa Wealth Partners
Arizona
$268K