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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
NCTC
2476
New Covenant Trust Company
Indiana
$246K
FGC
2477
First Growth Capital
Maryland
$245K
CAWM
2478
Capital Advisors Wealth Management
Washington
$245K
FF
2479
Foronjy Financial
California
$245K
TWM
2480
Topsail Wealth Management
North Carolina
$244K
TWP
2481
Tempus Wealth Planning
California
$244K
GA
2482
GoalVest Advisory
New York
$243K
CA
2483
Cannon Advisors
North Carolina
$243K
NBWM
2484
North Berkeley Wealth Management
California
$243K
CAM
2485
Clark Asset Management
New Hampshire
$243K
AWM
2486
Alterna Wealth Management
Texas
$242K
HW
2487
Hamilton Wealth
California
$241K
CRI
2488
Colonial River Investments
Virginia
$241K
LW
2489
Libra Wealth
California
$241K
FLFS
2490
Family Legacy Financial Solutions
North Carolina
$240K
PP
2491
Postrock Partners
Oregon
$239K
MCI
2492
MRP Capital Investments
Georgia
$239K
WA
2493
Westfuller Advisors
New York
$239K
EWM
2494
Elite Wealth Management
Washington
$238K
W
2495
Wealthquest
Ohio
$238K
VI
2496
VanderPol Investments
Michigan
$238K
SSWG
2497
Seven Springs Wealth Group
Tennessee
$238K
GEM
2498
Global Endowment Management
North Carolina
$238K
ERWM
2499
Elk River Wealth Management
Colorado
$238K
RWM
2500
Rialto Wealth Management
New York
$237K