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Salesforce

2,928 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,080 increasing their positions, 1,229 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: $

7.2% more ownership

Funds ownership: 79.52%86.73% (+7.2%)

5% more funds holding

Funds holding: 2,7982,928 (+130)

12% less repeat investments, than reductions

Existing positions increased: 1,080 | Existing positions reduced: 1,229

Holders
2,928
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
WFA
3076
WMG Financial Advisors
Tennessee
SA
3077
Sage Advisors
Colorado
BWFA
3078
Baltimore-Washington Financial Advisors
Maryland
RA
3079
Riversedge Advisors
Delaware
FPGK
3080
Financial Partners Group (Kansas)
Kansas
HCM
3081
Highview Capital Management
Illinois
CWIG
3082
Chung Wu Investment Group
Texas
CS
3083
Capital Square
Tennessee
OC
3084
Opinicus Capital
Florida
ZIC
3085
ZWJ Investment Counsel
Georgia
OR
3086
Olympiad Research
Connecticut
SG
3087
Somerset Group
Minnesota
PAM
3088
PVG Asset Management
Colorado
HC
3089
Headland Capital
South Carolina
CIS
3090
Custom Index Systems
New York
SAW
3091
Signal Advisors Wealth
Michigan
SFG
3092
Sovereign Financial Group
Connecticut
MAG
3093
Mayfair Advisory Group
Alabama
MRI
3094
Mad River Investors
Massachusetts
WF
3095
Whelan Financial
California
KWM
3096
Kingsman Wealth Management
Florida
SW
3097
SkyOak Wealth
Michigan
WEG
3098
World Equity Group
Illinois
KWM
3099
KW Wealth Management
California
CW
3100
Code Waechter
Florida