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Salesforce

2,907 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 increasing their positions, 1,226 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: 2,7932,907 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,907
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
PA
2551
PSI Advisors
Florida
$219K
AFO
2552
Allie Family Office
Florida
$218K
WKSWA
2553
White Knight Strategic Wealth Advisors
New Jersey
$217K
CV
2554
Counterweight Ventures
North Carolina
$217K
GWP
2555
Gateway Wealth Partners
Wisconsin
$216K
MFWP
2556
Mosaic Family Wealth Partners
Missouri
$216K
PSF
2557
Pacific Sun Financial
California
$215K
GPW
2558
Gentry Private Wealth
Kansas
$215K
WAM
2559
Weatherly Asset Management
California
$215K
JCM
2560
Janney Capital Management
Pennsylvania
$214K
PFM
2561
Phillips Financial Management
Indiana
$214K
SPWM
2562
Spartan Planning & Wealth Management
North Carolina
$213K
PCP
2563
Panoramic Capital Partners
Oregon
$212K
GIP
2564
Greatmark Investment Partners
Georgia
$212K
WDG
2565
Wealth Dimensions Group
Ohio
$210K
BPC
2566
Bearing Point Capital
Minnesota
$210K
CCMW
2567
Cypress Capital Management (Wyoming)
Wyoming
$210K
WSWA
2568
Warren Street Wealth Advisors
California
$210K
AWM
2569
Abound Wealth Management
Tennessee
$210K
GRR
2570
Golden Reserve Retirement
Ohio
$210K
AWM
2571
Activest Wealth Management
Florida
$210K
MSA
2572
McAlister Sweet & Associates
Texas
$210K
BMM
2573
Berkshire Money Management
Massachusetts
$210K
BH
2574
Burk Holdings
Oklahoma
$208K
TA
2575
Teramo Advisors
Florida
$208K