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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
W
2526
Wealthquest
Ohio
$238K
VI
2527
VanderPol Investments
Michigan
$238K
SSWG
2528
Seven Springs Wealth Group
Tennessee
$238K
GEM
2529
Global Endowment Management
North Carolina
$238K
ERWM
2530
Elk River Wealth Management
Colorado
$238K
RWM
2531
Rialto Wealth Management
New York
$237K
BWL
2532
Bogart Wealth LLC
Virginia
$236K
JCM
2533
Jag Capital Management
Missouri
$236K
KFGK
2534
Keystone Financial Group (Kentucky)
Kentucky
$236K
DWP
2535
Destiny Wealth Partners
Florida
$234K
CG
2536
Clifford Group
Massachusetts
$234K
KCPG
2537
Kavar Capital Partners Group
Kansas
$233K
KAM
2538
Knightsbridge Asset Management
California
$232K
GG
2539
Gleason Group
Kentucky
$232K
FI
2540
Financial Insights
Washington
$231K
VCM
2541
Vivaldi Capital Management
Illinois
$231K
GTAM
2542
Global Trust Asset Management
Florida
$231K
GT
2543
GreatBanc Trust
Illinois
$230K
GG
2544
Greenwood Gearhart
Arkansas
$230K
SFO
2545
Stenger Family Office
Illinois
$229K
RIA
2546
Realta Investment Advisors
Delaware
$229K
JWA
2547
JFS Wealth Advisors
Pennsylvania
$228K
ECM
2548
Elgethun Capital Management
South Dakota
$228K
MPCL
2549
My Personal CFO LLC
Washington
$228K
AFM
2550
Armstrong Fleming & Moore
District of Columbia
$227K