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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
NWM
2526
Nolet Wealth Management
Texas
$224K
RFA
2527
Resurgent Financial Advisors
Georgia
$224K
WIM
2528
Warwick Investment Management
Texas
$224K
AWA
2529
Archvest Wealth Advisors
California
$223K
KA
2530
KDT Advisors
New York
$222K
F8IS
2531
Figure 8 Investment Strategies
Idaho
$222K
LWM
2532
LeConte Wealth Management
Tennessee
$221K
IA
2533
Insight Advisors
Pennsylvania
$221K
BWP
2534
BlueStem Wealth Partners
Minnesota
$221K
RA
2535
Rise Advisors
New York
$220K
PWM
2536
Puff Wealth Management
New Jersey
$220K
HFS
2537
Hughes Financial Services
Virginia
$220K
CWM
2538
Collaborative Wealth Management
Florida
$220K
WPA
2539
West Paces Advisors
Georgia
$219K
GKIM
2540
GW&K Investment Management
Massachusetts
$219K
DWM
2541
Daner Wealth Management
Georgia
$219K
ESBC
2542
E.S. Barr & Co
Kentucky
$219K
PA
2543
PSI Advisors
Florida
$219K
AFO
2544
Allie Family Office
Florida
$218K
WKSWA
2545
White Knight Strategic Wealth Advisors
New Jersey
$217K
CV
2546
Counterweight Ventures
North Carolina
$217K
GWP
2547
Gateway Wealth Partners
Wisconsin
$216K
MFWP
2548
Mosaic Family Wealth Partners
Missouri
$216K
PSF
2549
Pacific Sun Financial
California
$215K
GPW
2550
Gentry Private Wealth
Kansas
$215K