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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
FPGK
3051
Financial Partners Group (Kansas)
Kansas
CWIG
3052
Chung Wu Investment Group
Texas
HCM
3053
Highview Capital Management
Illinois
CS
3054
Capital Square
Tennessee
OC
3055
Opinicus Capital
Florida
ZIC
3056
ZWJ Investment Counsel
Georgia
OR
3057
Olympiad Research
Connecticut
SG
3058
Somerset Group
Minnesota
PAM
3059
PVG Asset Management
Colorado
HC
3060
Headland Capital
South Carolina
CIS
3061
Custom Index Systems
New York
SAW
3062
Signal Advisors Wealth
Michigan
SFG
3063
Sovereign Financial Group
Connecticut
MAG
3064
Mayfair Advisory Group
Alabama
MRI
3065
Mad River Investors
Massachusetts
WF
3066
Whelan Financial
California
KWM
3067
Kingsman Wealth Management
Florida
SW
3068
SkyOak Wealth
Michigan
WEG
3069
World Equity Group
Illinois
KWM
3070
KW Wealth Management
California
CW
3071
Code Waechter
Florida
WWC
3072
Waypoint Wealth Counsel
Georgia
TCWM
3073
Total Clarity Wealth Management
Illinois
BAS
3074
Brueske Advisory Services
Washington
XC
3075
XY Capital
Hong Kong