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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
MBWA
2426
Marin Bay Wealth Advisors
California
$264K
BW
2427
Blalock Williams
Alabama
$264K
PWP
2428
Prasad Wealth Partners
Ohio
$264K
CWA
2429
Centennial Wealth Advisory
Michigan
$263K
AIM
2430
Alhambra Investment Management
Florida
$263K
RIA
2431
Regal Investment Advisors
Michigan
$263K
BOC
2432
Bull Oak Capital
California
$261K
HPM
2433
Hoxton Planning & Management
West Virginia
$261K
HWA
2434
Heritage Wealth Advisors
Virginia
$261K
CAS
2435
Coppell Advisory Solutions
Texas
$259K
BFWA
2436
Benchmark Financial Wealth Advisors
Florida
$259K
CA
2437
COFG Advisors
Illinois
$259K
AAMA
2438
Advanced Asset Management Advisors
Ohio
$258K
SIM
2439
SSI Investment Management
California
$258K
MA
2440
MCF Advisors
Kentucky
$258K
CAAS
2441
Capital Asset Advisory Services
Michigan
$257K
TA
2442
Tactive Advisors
Florida
$257K
RS
2443
Retirement Solution
Washington
$257K
IP
2444
Indivisible Partners
Florida
$257K
FA
2445
Fermata Advisors
California
$257K
LWP
2446
LeClair Wealth Partners
Ohio
$256K
SIC
2447
Sigma Investment Counselors
Michigan
$256K
AIC
2448
Archer Investment Corporation
Indiana
$256K
GI
2449
Gradient Investments
Minnesota
$256K
OW
2450
Olistico Wealth
Oklahoma
$255K