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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
KFP
2851
Kerr Financial Planning
California
$5.13K
VWWMG
2852
Vermillion & White Wealth Management Group
Pennsylvania
$5.03K
MTI
2853
Merrithew & Thorsten Inc
California
$5K
RIAS
2854
Rachor Investment Advisory Services
Michigan
$4.8K
FA
2855
Fountainhead AM
New Jersey
$4.77K
SFS
2856
Sunrise Financial Services
Washington
$4.77K
HWA
2857
HHM Wealth Advisors
Tennessee
$4.5K
CWM
2858
Copia Wealth Management
Oregon
$4.5K
LAM
2859
Lummis Asset Management
Texas
$4.24K
LC
2860
Luminist Capital
Michigan
$3.97K
GFL
2861
Granite FO LLC
New Hampshire
$3.71K
HIMS
2862
Hager Investment Management Services
New Hampshire
$3.44K
NECFA
2863
New England Capital Financial Advisors
Connecticut
$3.21K
BFM
2864
Brooklands Fund Management
United Kingdom
$3.18K
KFG
2865
Kingdom Financial Group
Arizona
$3.02K
NL
2866
NorthAvenue LLC
Ohio
$2.92K
FS
2867
Financially Speaking
Colorado
$2.91K
FC
2868
Family CFO
California
$2.91K
MSWA
2869
Marshall & Sterling Wealth Advisors
New York
$2.68K
1NWS
2870
1 North Wealth Services
Maryland
$2.65K
CB
2871
Centennial Bank
Arkansas
$2.65K
MAM
2872
Morse Asset Management
Connecticut
$2.65K
DCM
2873
Davis Capital Management
Florida
$2.65K
PIS
2874
POM Investment Strategies
North Carolina
$2.39K
TLCM
2875
Twin Lakes Capital Management
California
$2.14K