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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
COFSG
2501
Carbahal Olsen Financial Services Group
California
$246K
MCM
2502
Manchester Capital Management
Vermont
$246K
WSFG
2503
Wall Street Financial Group
Illinois
$246K
CSIC
2504
Clifford Swan Investment Counsel
California
$246K
MBI
2505
May Barnhard Investments
Maryland
$246K
CIA
2506
Cladis Investment Advisory
Montana
$246K
NCTC
2507
New Covenant Trust Company
Indiana
$246K
FGC
2508
First Growth Capital
Maryland
$245K
CAWM
2509
Capital Advisors Wealth Management
Washington
$245K
FF
2510
Foronjy Financial
California
$245K
TWM
2511
Topsail Wealth Management
North Carolina
$244K
TWP
2512
Tempus Wealth Planning
California
$244K
GA
2513
GoalVest Advisory
New York
$243K
CA
2514
Cannon Advisors
North Carolina
$243K
NBWM
2515
North Berkeley Wealth Management
California
$243K
CAM
2516
Clark Asset Management
New Hampshire
$243K
AWM
2517
Alterna Wealth Management
Texas
$242K
HW
2518
Hamilton Wealth
California
$241K
CRI
2519
Colonial River Investments
Virginia
$241K
LW
2520
Libra Wealth
California
$241K
FLFS
2521
Family Legacy Financial Solutions
North Carolina
$240K
PP
2522
Postrock Partners
Oregon
$239K
MCI
2523
MRP Capital Investments
Georgia
$239K
WA
2524
Westfuller Advisors
New York
$239K
EWM
2525
Elite Wealth Management
Washington
$238K