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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
WA
2501
Westfuller Advisors
New York
$239K
EWM
2502
Elite Wealth Management
Washington
$238K
W
2503
Wealthquest
Ohio
$238K
VI
2504
VanderPol Investments
Michigan
$238K
SSWG
2505
Seven Springs Wealth Group
Tennessee
$238K
GEM
2506
Global Endowment Management
North Carolina
$238K
ERWM
2507
Elk River Wealth Management
Colorado
$238K
RWM
2508
Rialto Wealth Management
New York
$237K
BWL
2509
Bogart Wealth LLC
Virginia
$236K
JCM
2510
Jag Capital Management
Missouri
$236K
KFGK
2511
Keystone Financial Group (Kentucky)
Kentucky
$236K
DWP
2512
Destiny Wealth Partners
Florida
$234K
CG
2513
Clifford Group
Massachusetts
$234K
KCPG
2514
Kavar Capital Partners Group
Kansas
$233K
GG
2515
Gleason Group
Kentucky
$232K
FI
2516
Financial Insights
Washington
$231K
VCM
2517
Vivaldi Capital Management
Illinois
$231K
GTAM
2518
Global Trust Asset Management
Florida
$231K
GT
2519
GreatBanc Trust
Illinois
$230K
GG
2520
Greenwood Gearhart
Arkansas
$230K
SFO
2521
Stenger Family Office
Illinois
$229K
RIA
2522
Realta Investment Advisors
Delaware
$229K
JWA
2523
JFS Wealth Advisors
Pennsylvania
$228K
ECM
2524
Elgethun Capital Management
South Dakota
$228K
MPCL
2525
My Personal CFO LLC
Washington
$228K