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Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,078 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,905 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,905
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
MAM
2526
McLean Asset Management
Virginia
$227K
IFPG
2527
Intrepid Financial Planning Group
Indiana
$226K
TWPM
2528
Total Wealth Planning & Management
Florida
$225K
OCA
2529
Odyssey Capital Advisors
Pennsylvania
$225K
BFS
2530
Burkett Financial Services
South Carolina
$225K
KWM
2531
Keebeck Wealth Management
Illinois
$224K
NWM
2532
Nolet Wealth Management
Texas
$224K
RFA
2533
Resurgent Financial Advisors
Georgia
$224K
WIM
2534
Warwick Investment Management
Texas
$224K
AWA
2535
Archvest Wealth Advisors
California
$223K
KA
2536
KDT Advisors
New York
$222K
F8IS
2537
Figure 8 Investment Strategies
Idaho
$222K
LWM
2538
LeConte Wealth Management
Tennessee
$221K
IA
2539
Insight Advisors
Pennsylvania
$221K
BWP
2540
BlueStem Wealth Partners
Minnesota
$221K
RA
2541
Rise Advisors
New York
$220K
PWM
2542
Puff Wealth Management
New Jersey
$220K
HFS
2543
Hughes Financial Services
Virginia
$220K
CWM
2544
Collaborative Wealth Management
Florida
$220K
WPA
2545
West Paces Advisors
Georgia
$219K
GKIM
2546
GW&K Investment Management
Massachusetts
$219K
DWM
2547
Daner Wealth Management
Georgia
$219K
ESBC
2548
E.S. Barr & Co
Kentucky
$219K
PA
2549
PSI Advisors
Florida
$219K
AFO
2550
Allie Family Office
Florida
$218K