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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
HIS
2401
Harvest Investment Services
Illinois
$274K
OL
2402
one8zero8 LLC
North Carolina
$273K
IAS
2403
Integrity Advisory Solutions
Texas
$273K
LIA
2404
LBMC Investment Advisors
Tennessee
$272K
OPF
2405
Old Peak Finance
North Carolina
$272K
FFG
2406
Frisch Financial Group
New York
$272K
FIBOI
2407
First International Bank of Israel
$271K
TCOO
2408
Trust Company of Oklahoma
Oklahoma
$271K
CWA
2409
Canvas Wealth Advisors
Kansas
$270K
TWM
2410
TriaGen Wealth Management
California
$270K
SFG
2411
SevenBridge Financial Group
Pennsylvania
$269K
TCMP
2412
Thrive Capital Management (Pennsylvania)
Pennsylvania
$269K
MWP
2413
Meriwether Wealth & Planning
Louisiana
$269K
VAM
2414
Verity Asset Management
North Carolina
$269K
A
2415
AlphaQuest
New York
$269K
KIG
2416
Kennedy Investment Group
New Jersey
$268K
BWP
2417
Balboa Wealth Partners
Arizona
$268K
CCA
2418
Catalyst Capital Advisors
New York
$268K
SFPG
2419
Stonebridge Financial Planning Group
Florida
$268K
HA
2420
Hyposwiss Advisors
$268K
OWA
2421
Opal Wealth Advisors
New York
$265K
LSA
2422
L & S Advisors
California
$265K
TDC
2423
Thompson Davis & Co
Virginia
$265K
WTG
2424
West Tower Group
Virginia
$265K
SAM
2425
Stembrook Asset Management
New Jersey
$265K