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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
CAM
2876
Costello Asset Management
Pennsylvania
$7.72K
FW
2877
Fairway Wealth
Ohio
$7.42K
MCA
2878
McGuire Capital Advisors
Oklahoma
$7.42K
SA
2879
Scarborough Advisors
Maryland
$7.15K
ACM
2880
Anfield Capital Management
California
$7.15K
MS
2881
Monetary Solutions
Ohio
$6.89K
WW
2882
Winnow Wealth
Texas
$6.63K
BC
2883
Bulwark Capital
Florida
$6.62K
TFA
2884
Toth Financial Advisory
Virginia
$6.62K
SC
2885
Stephens Consulting
Michigan
$6.09K
JGIA
2886
Jackson Grant Investment Advisers
Connecticut
$5.83K
WOSD
2887
WFA of San Diego
California
$5.83K
DWM
2888
Darwin Wealth Management
Florida
$5.6K
AF
2889
Alerus Financial
North Dakota
$5.56K
KFP
2890
Kerr Financial Planning
California
$5.13K
VWWMG
2891
Vermillion & White Wealth Management Group
Pennsylvania
$5.03K
MTI
2892
Merrithew & Thorsten Inc
California
$5K
RIAS
2893
Rachor Investment Advisory Services
Michigan
$4.8K
FA
2894
Fountainhead AM
New Jersey
$4.77K
SFS
2895
Sunrise Financial Services
Washington
$4.77K
HWA
2896
HHM Wealth Advisors
Tennessee
$4.5K
CWM
2897
Copia Wealth Management
Oregon
$4.5K
TBFA
2898
Three Bearings Fiduciary Advisors
New Hampshire
$4.46K
LAM
2899
Lummis Asset Management
Texas
$4.24K
LC
2900
Luminist Capital
Michigan
$3.97K