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Salesforce

2,904 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, 1,077 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7912,904 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,904
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
MM
3051
MQS Management
New York
WFA
3052
WMG Financial Advisors
Tennessee
SA
3053
Sage Advisors
Colorado
BWFA
3054
Baltimore-Washington Financial Advisors
Maryland
RA
3055
Riversedge Advisors
Delaware
FPGK
3056
Financial Partners Group (Kansas)
Kansas
CWIG
3057
Chung Wu Investment Group
Texas
HCM
3058
Highview Capital Management
Illinois
CS
3059
Capital Square
Tennessee
OC
3060
Opinicus Capital
Florida
ZIC
3061
ZWJ Investment Counsel
Georgia
OR
3062
Olympiad Research
Connecticut
SG
3063
Somerset Group
Minnesota
PAM
3064
PVG Asset Management
Colorado
HC
3065
Headland Capital
South Carolina
SAW
3066
Signal Advisors Wealth
Michigan
CIS
3067
Custom Index Systems
New York
SFG
3068
Sovereign Financial Group
Connecticut
MAG
3069
Mayfair Advisory Group
Alabama
MRI
3070
Mad River Investors
Massachusetts
WF
3071
Whelan Financial
California
KWM
3072
Kingsman Wealth Management
Florida
SW
3073
SkyOak Wealth
Michigan
WEG
3074
World Equity Group
Illinois
KWM
3075
KW Wealth Management
California