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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
BHWM
2826
Bay Harbor Wealth Management
Maryland
$10.3K
DRP
2827
Decker Retirement Planning
Utah
$10.3K
CTB
2828
Country Trust Bank
Illinois
$9.8K
HWM
2829
HighMark Wealth Management
Minnesota
$9.27K
GGI
2830
Godsey & Gibb Inc
Virginia
$9.01K
JWM
2831
Jessup Wealth Management
Ohio
$8.88K
DWA
2832
Delos Wealth Advisors
Texas
$8.48K
WCM
2833
Westend Capital Management
California
$8.48K
GIM
2834
Gold Investment Management
Alberta, Canada
$8.21K
HFM
2835
Hartford Financial Management
Connecticut
$7.95K
B
2836
Bayban
Minnesota
$7.95K
CAM
2837
Costello Asset Management
Pennsylvania
$7.72K
FW
2838
Fairway Wealth
Ohio
$7.42K
MCA
2839
McGuire Capital Advisors
Oklahoma
$7.42K
SA
2840
Scarborough Advisors
Maryland
$7.15K
ACM
2841
Anfield Capital Management
California
$7.15K
MS
2842
Monetary Solutions
Ohio
$6.89K
WW
2843
Winnow Wealth
Texas
$6.63K
BC
2844
Bulwark Capital
Florida
$6.62K
TFA
2845
Toth Financial Advisory
Virginia
$6.62K
SC
2846
Stephens Consulting
Michigan
$6.09K
JGIA
2847
Jackson Grant Investment Advisers
Connecticut
$5.83K
WOSD
2848
WFA of San Diego
California
$5.83K
DWM
2849
Darwin Wealth Management
Florida
$5.6K
AF
2850
Alerus Financial
North Dakota
$5.56K