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Salesforce

2,900 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 378 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: 2,7912,900 (+109)

12% less repeat investments, than reductions

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

Holders
2,900
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
CWM
1101
Cornerstone Wealth Management
Missouri
$2.8M
BL
1102
BFSG LLC
California
$2.8M
RWB
1103
RMR Wealth Builders
New Jersey
$2.79M
SA
1104
Strategic Advisors
New York
$2.78M
CP
1105
Cornerstone Planning
North Carolina
$2.78M
FGAM
1106
Financial Gravity Asset Management
Texas
$2.78M
CAMV
1107
Concord Asset Management (Virginia)
Virginia
$2.78M
MM
1108
Morangie Management
Florida
$2.77M
HCM
1109
Hillman Capital Management
Maryland
$2.75M
HFRG
1110
Houlihan Financial Resource Group
Virginia
$2.75M
CBA
1111
Coastal Bridge Advisors
Connecticut
$2.74M
JKA
1112
Jones Kertz & Associates
Minnesota
$2.73M
FNFDCM
1113
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.72M
ZF
1114
Zhang Financial
Michigan
$2.71M
BWAM
1115
Boyd Watterson Asset Management
Ohio
$2.68M
BTI
1116
Blue Trust Inc
Georgia
$2.68M
AFC
1117
AFT Forsyth & Company
Florida
$2.68M
MTIC
1118
Missouri Trust & Investment Company
Missouri
$2.67M
UWM
1119
Udine Wealth Management
Florida
$2.66M
SWM
1120
Segment Wealth Management
Texas
$2.65M
V
1121
VeraBank
Texas
$2.64M
Lord, Abbett & Co
1122
Lord, Abbett & Co
New Jersey
$2.64M
CCP
1123
Carmel Capital Partners
California
$2.63M
DWA
1124
Douglass Winthrop Advisors
New York
$2.63M
LF
1125
LifePlan Financial
Minnesota
$2.62M