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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
EWM
1676
Evermay Wealth Management
Virginia
$929K
MPWS
1677
McCarter Private Wealth Services
Massachusetts
$929K
NHC
1678
Nicholas Hoffman & Company
Georgia
$928K
MCWA
1679
Meadow Creek Wealth Advisors
Georgia
$920K
KIA
1680
Kraematon Investment Advisors
Massachusetts
$919K
CFG
1681
Carr Financial Group
Massachusetts
$918K
MAWA
1682
Moss Adams Wealth Advisors
Washington
$913K
FFS
1683
Founders Financial Securities
Maryland
$911K
AWM
1684
Aviso Wealth Management
Washington
$907K
KHCM
1685
Kirtland Hills Capital Management
Ohio
$907K
WG
1686
Winton Group
United Kingdom
$905K
EWA
1687
Eagle Wealth Advisors
Connecticut
$903K
ACA
1688
Anchor Capital Advisors
Massachusetts
$903K
CAG
1689
Csenge Advisory Group
Florida
$901K
LBA
1690
Letko, Brosseau & Associates
Quebec, Canada
$901K
FFG
1691
Fiduciary Financial Group
California
$900K
AWAG
1692
ARS Wealth Advisors Group
Florida
$899K
KSB
1693
Kennebec Savings Bank
Maine
$895K
EMC
1694
Everest Management Corp
California
$894K
MWM
1695
Maridea Wealth Management
New York
$892K
AGP
1696
Aspire Growth Partners
Florida
$890K
WPW
1697
Waldron Private Wealth
Pennsylvania
$885K
PCM
1698
Pointe Capital Management
Michigan
$885K
EWA
1699
Etesian Wealth Advisors
Oregon
$885K
ACMA
1700
Arbor Capital Management (Alaska)
Alaska
$884K