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Salesforce

2,909 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, 1,227 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: $

7.13% more ownership

Funds ownership: 79.52%86.65% (+7.1%)

4% more funds holding

Funds holding: 2,7942,909 (+115)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,227

Holders
2,909
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
ACGA
1876
Atlanta Consulting Group Advisors
Georgia
$647K
MWA
1877
MN Wealth Advisors
Kansas
$647K
WWWM
1878
White Wing Wealth Management
Texas
$646K
RBFC
1879
Roman Butler Fullerton & Co
Missouri
$646K
FFO
1880
Fortitude Family Office
Arizona
$646K
PWM
1881
Purus Wealth Management
California
$645K
WI
1882
WrapManager Inc
California
$645K
OFS
1883
OneAscent Financial Services
Alabama
$645K
GWM
1884
Greenwich Wealth Management
Connecticut
$644K
GSB
1885
Greenfield Savings Bank
Massachusetts
$644K
SLG
1886
Stanley-Laman Group
Pennsylvania
$643K
ZI
1887
ZEGA Investments
Florida
$642K
QFA
1888
Quantum Financial Advisors
California
$642K
EHWM
1889
Eads & Heald Wealth Management
Georgia
$638K
SHFG
1890
S Harris Financial Group
Texas
$636K
FNB
1891
Farmers National Bank
Kentucky
$636K
CWM
1892
Cabot Wealth Management
Massachusetts
$635K
Fayez Sarofim & Co
1893
Fayez Sarofim & Co
Texas
$634K
TWMI
1894
Tortuga Wealth Management, Inc
California
$633K
Kayne Anderson Rudnick Investment Management
1895
Kayne Anderson Rudnick Investment Management
California
$631K
DWM
1896
Destination Wealth Management
California
$629K
MAM
1897
MMA Asset Management
Pennsylvania
$625K
NI
1898
Natural Investments
California
$622K
PTP
1899
Platform Technology Partners
New York
$621K
LIM
1900
Leavell Investment Management
Alabama
$621K