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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
BWL
2501
Bogart Wealth LLC
Virginia
$236K
JCM
2502
Jag Capital Management
Missouri
$236K
KFGK
2503
Keystone Financial Group (Kentucky)
Kentucky
$236K
DWP
2504
Destiny Wealth Partners
Florida
$234K
CG
2505
Clifford Group
Massachusetts
$234K
KCPG
2506
Kavar Capital Partners Group
Kansas
$233K
GG
2507
Gleason Group
Kentucky
$232K
FI
2508
Financial Insights
Washington
$231K
VCM
2509
Vivaldi Capital Management
Illinois
$231K
GTAM
2510
Global Trust Asset Management
Florida
$231K
GT
2511
GreatBanc Trust
Illinois
$230K
GG
2512
Greenwood Gearhart
Arkansas
$230K
SFO
2513
Stenger Family Office
Illinois
$229K
RIA
2514
Realta Investment Advisors
Delaware
$229K
JWA
2515
JFS Wealth Advisors
Pennsylvania
$228K
ECM
2516
Elgethun Capital Management
South Dakota
$228K
MPCL
2517
My Personal CFO LLC
Washington
$228K
AFM
2518
Armstrong Fleming & Moore
District of Columbia
$227K
PCMNC
2519
Piedmont Capital Management (North Carolina)
North Carolina
$227K
MAM
2520
McLean Asset Management
Virginia
$227K
IFPG
2521
Intrepid Financial Planning Group
Indiana
$226K
TWPM
2522
Total Wealth Planning & Management
Florida
$225K
OCA
2523
Odyssey Capital Advisors
Pennsylvania
$225K
BFS
2524
Burkett Financial Services
South Carolina
$225K
KWM
2525
Keebeck Wealth Management
Illinois
$224K