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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
SPC
2426
Spirepoint Private Client
Florida
$276K
DIP
2427
DT Investment Partners
Pennsylvania
$275K
TFA
2428
Tranquilli Financial Advisor
New Jersey
$275K
BWM
2429
BCS Wealth Management
Tennessee
$274K
LRIA
2430
Leonard Rickey Investment Advisors
Washington
$274K
HIS
2431
Harvest Investment Services
Illinois
$274K
OL
2432
one8zero8 LLC
North Carolina
$273K
IAS
2433
Integrity Advisory Solutions
Texas
$273K
LIA
2434
LBMC Investment Advisors
Tennessee
$272K
OPF
2435
Old Peak Finance
North Carolina
$272K
FFG
2436
Frisch Financial Group
New York
$272K
FIBOI
2437
First International Bank of Israel
$271K
TCOO
2438
Trust Company of Oklahoma
Oklahoma
$271K
CWA
2439
Canvas Wealth Advisors
Kansas
$270K
TWM
2440
TriaGen Wealth Management
California
$270K
SFG
2441
SevenBridge Financial Group
Pennsylvania
$269K
TCMP
2442
Thrive Capital Management (Pennsylvania)
Pennsylvania
$269K
MWP
2443
Meriwether Wealth & Planning
Louisiana
$269K
VAM
2444
Verity Asset Management
North Carolina
$269K
A
2445
AlphaQuest
New York
$269K
KIG
2446
Kennedy Investment Group
New Jersey
$268K
BWP
2447
Balboa Wealth Partners
Arizona
$268K
CCA
2448
Catalyst Capital Advisors
New York
$268K
SFPG
2449
Stonebridge Financial Planning Group
Florida
$268K
HA
2450
Hyposwiss Advisors
$268K