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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
SIC
3051
Shoker Investment Counsel
Ohio
MM
3052
MQS Management
New York
WFA
3053
WMG Financial Advisors
Tennessee
SA
3054
Sage Advisors
Colorado
BWFA
3055
Baltimore-Washington Financial Advisors
Maryland
RA
3056
Riversedge Advisors
Delaware
FPGK
3057
Financial Partners Group (Kansas)
Kansas
CWIG
3058
Chung Wu Investment Group
Texas
HCM
3059
Highview Capital Management
Illinois
CS
3060
Capital Square
Tennessee
OC
3061
Opinicus Capital
Florida
ZIC
3062
ZWJ Investment Counsel
Georgia
OR
3063
Olympiad Research
Connecticut
SG
3064
Somerset Group
Minnesota
PAM
3065
PVG Asset Management
Colorado
HC
3066
Headland Capital
South Carolina
SAW
3067
Signal Advisors Wealth
Michigan
CIS
3068
Custom Index Systems
New York
SFG
3069
Sovereign Financial Group
Connecticut
MAG
3070
Mayfair Advisory Group
Alabama
MRI
3071
Mad River Investors
Massachusetts
WF
3072
Whelan Financial
California
KWM
3073
Kingsman Wealth Management
Florida
SW
3074
SkyOak Wealth
Michigan
WEG
3075
World Equity Group
Illinois