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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
KWM
3076
KW Wealth Management
California
CW
3077
Code Waechter
Florida
WWC
3078
Waypoint Wealth Counsel
Georgia
TCWM
3079
Total Clarity Wealth Management
Illinois
BAS
3080
Brueske Advisory Services
Washington
XC
3081
XY Capital
Hong Kong
SAS
3082
Spurstone Advisory Services
Connecticut
FF
3083
Francis Financial
ABWM
3084
Alpine Bank Wealth Management
Colorado
ORAM
3085
One River Asset Management
Connecticut
LCM
3086
Lattice Capital Management
Washington
JWM
3087
JPL Wealth Management
Colorado
NCM
3088
Northwest Capital Management
Oregon
PPA
3089
Pilgrim Partners Asia
Singapore
SP
3090
Saranac Partners
VWA
3091
VSM Wealth Advisory
Maryland
CIR
3092
Clear Investment Research
Georgia
MSG
3093
Main Street Group
Virginia
MAM
3094
Marquette Asset Management
Minnesota
EWM
3095
Evolution Wealth Management
Florida
CWM
3096
Crowley Wealth Management
Delaware
HFS
3097
Hopwood Financial Services
Virginia
PAM
3098
Palisade Asset Management
Minnesota
PPA
3099
Painted Porch Advisors
California
TIM
3100
Tortoise Investment Management
New York