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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
CWM
2701
Consultiva Wealth Management
Puerto Rico
$93K
FPB
2702
First PREMIER Bank
South Dakota
$92K
RFG
2703
REAP Financial Group
Texas
$91.4K
NEWAS
2704
N.E.W. Advisory Services
Wisconsin
$90.4K
JAM
2705
JCIC Asset Management
Ontario, Canada
$90.1K
SWIM
2706
Smallwood Wealth Investment Management
New Jersey
$89.6K
FDCP
2707
Foster Dykema Cabot & Partners
Massachusetts
$88.4K
EPAM
2708
Evelyn Partners Asset Management
$88K
ECM
2709
Estabrook Capital Management
New York
$87.7K
FP
2710
Financial Perspectives
Minnesota
$86.7K
LFASL
2711
Lugano Financial Advisors SA (LFA)
Switzerland
$86.4K
RTL
2712
Red Tortoise LLC
Georgia
$85.9K
AAG
2713
Armstrong Advisory Group
Massachusetts
$83.5K
SIC
2714
SJS Investment Consulting
Ohio
$83.2K
MLA
2715
MB, Levis & Associates
Pennsylvania
$82.4K
LWM
2716
Lodestone Wealth Management
Washington
$82.2K
HFS
2717
Horizon Financial Services
North Carolina
$81.9K
1CP
2718
1015 Capital Partners
Pennsylvania
$81.3K
BW
2719
Basepoint Wealth
Iowa
$80.2K
WA
2720
WPG Advisers
Maryland
$78.7K
SG
2721
Sankala Group
Colorado
$78.2K
PWA
2722
Physician Wealth Advisors
Utah
$76K
FC
2723
Financial Consulate
Maryland
$75.8K
PWM
2724
Proathlete Wealth Management
Florida
$72.2K
CBT
2725
Crews Bank & Trust
Florida
$71.8K