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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
HC
3101
Headland Capital
South Carolina
CIS
3102
Custom Index Systems
New York
SAW
3103
Signal Advisors Wealth
Michigan
SFG
3104
Sovereign Financial Group
Connecticut
MAG
3105
Mayfair Advisory Group
Alabama
MRI
3106
Mad River Investors
Massachusetts
WF
3107
Whelan Financial
California
KWM
3108
Kingsman Wealth Management
Florida
SW
3109
SkyOak Wealth
Michigan
WEG
3110
World Equity Group
Illinois
KWM
3111
KW Wealth Management
California
CW
3112
Code Waechter
Florida
WWC
3113
Waypoint Wealth Counsel
Georgia
TCWM
3114
Total Clarity Wealth Management
Illinois
BAS
3115
Brueske Advisory Services
Washington
XC
3116
XY Capital
Hong Kong
SAS
3117
Spurstone Advisory Services
Connecticut
FF
3118
Francis Financial
ABWM
3119
Alpine Bank Wealth Management
Colorado
ORAM
3120
One River Asset Management
Connecticut
LCM
3121
Lattice Capital Management
Washington
JWM
3122
JPL Wealth Management
Colorado
NCM
3123
Northwest Capital Management
Oregon
PPA
3124
Pilgrim Partners Asia
Singapore
SP
3125
Saranac Partners