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