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Salesforce

2,908 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,226 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: 79.52%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7942,908 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,908
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
MWA
1876
MN Wealth Advisors
Kansas
$647K
WWWM
1877
White Wing Wealth Management
Texas
$646K
RBFC
1878
Roman Butler Fullerton & Co
Missouri
$646K
FFO
1879
Fortitude Family Office
Arizona
$646K
PWM
1880
Purus Wealth Management
California
$645K
WI
1881
WrapManager Inc
California
$645K
OFS
1882
OneAscent Financial Services
Alabama
$645K
GWM
1883
Greenwich Wealth Management
Connecticut
$644K
GSB
1884
Greenfield Savings Bank
Massachusetts
$644K
SLG
1885
Stanley-Laman Group
Pennsylvania
$643K
ZI
1886
ZEGA Investments
Florida
$642K
QFA
1887
Quantum Financial Advisors
California
$642K
EHWM
1888
Eads & Heald Wealth Management
Georgia
$638K
SHFG
1889
S Harris Financial Group
Texas
$636K
FNB
1890
Farmers National Bank
Kentucky
$636K
CWM
1891
Cabot Wealth Management
Massachusetts
$635K
Fayez Sarofim & Co
1892
Fayez Sarofim & Co
Texas
$634K
TWMI
1893
Tortuga Wealth Management, Inc
California
$633K
Kayne Anderson Rudnick Investment Management
1894
Kayne Anderson Rudnick Investment Management
California
$631K
DWM
1895
Destination Wealth Management
California
$629K
MAM
1896
MMA Asset Management
Pennsylvania
$625K
NI
1897
Natural Investments
California
$622K
PTP
1898
Platform Technology Partners
New York
$621K
LIM
1899
Leavell Investment Management
Alabama
$621K
CCAM
1900
Cascades Capital Asset Management
North Carolina
$618K