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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
TFA
2851
Toth Financial Advisory
Virginia
$6.62K
SC
2852
Stephens Consulting
Michigan
$6.09K
JGIA
2853
Jackson Grant Investment Advisers
Connecticut
$5.83K
WOSD
2854
WFA of San Diego
California
$5.83K
DWM
2855
Darwin Wealth Management
Florida
$5.6K
AF
2856
Alerus Financial
North Dakota
$5.56K
KFP
2857
Kerr Financial Planning
California
$5.13K
VWWMG
2858
Vermillion & White Wealth Management Group
Pennsylvania
$5.03K
MTI
2859
Merrithew & Thorsten Inc
California
$5K
RIAS
2860
Rachor Investment Advisory Services
Michigan
$4.8K
FA
2861
Fountainhead AM
New Jersey
$4.77K
SFS
2862
Sunrise Financial Services
Washington
$4.77K
HWA
2863
HHM Wealth Advisors
Tennessee
$4.5K
CWM
2864
Copia Wealth Management
Oregon
$4.5K
LAM
2865
Lummis Asset Management
Texas
$4.24K
LC
2866
Luminist Capital
Michigan
$3.97K
GFL
2867
Granite FO LLC
New Hampshire
$3.71K
HIMS
2868
Hager Investment Management Services
New Hampshire
$3.44K
NECFA
2869
New England Capital Financial Advisors
Connecticut
$3.21K
BFM
2870
Brooklands Fund Management
United Kingdom
$3.18K
KFG
2871
Kingdom Financial Group
Arizona
$3.02K
NL
2872
NorthAvenue LLC
Ohio
$2.92K
FS
2873
Financially Speaking
Colorado
$2.91K
FC
2874
Family CFO
California
$2.91K
MSWA
2875
Marshall & Sterling Wealth Advisors
New York
$2.68K