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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
CWMGO
1926
Capstone Wealth Management Group (Oregon)
Oregon
$582K
CA
1927
Calton & Associates
Florida
$580K
KIM
1928
Kestra Investment Management
Texas
$580K
RFS
1929
Richardson Financial Services
Massachusetts
$579K
WCM
1930
Windsor Capital Management
Arizona
$579K
PWS
1931
Peterson Wealth Services
Utah
$578K
PWMAG
1932
Pinnacle Wealth Management Advisory Group
New Jersey
$578K
TVAMP
1933
Tennessee Valley Asset Management Partners
Tennessee
$575K
CASB
1934
Cape Ann Savings Bank
Massachusetts
$575K
PA
1935
Perennial Advisors
New York
$574K
RPWA
1936
Regent Peak Wealth Advisors
Georgia
$573K
WA
1937
WBH Advisory
Maryland
$572K
HAM
1938
Harmony Asset Management
Arizona
$570K
ACA
1939
American Capital Advisory
Idaho
$570K
JSAM
1940
J. Safra Asset Management
New York
$570K
WCFA
1941
Walkner Condon Financial Advisors
Wisconsin
$569K
WAG
1942
Winthrop Advisory Group
Massachusetts
$569K
CA
1943
Cresta Advisors
Texas
$568K
SWP
1944
Semus Wealth Partners
Florida
$567K
CWA
1945
Consilio Wealth Advisors
Washington
$564K
LTI
1946
Laffer Tengler Investments
Tennessee
$564K
VCM
1947
Voleon Capital Management
California
$564K
AA
1948
Addison Advisors
Vermont
$562K
I
1949
InceptionR
California
$562K
SEP
1950
Signature Equity Partners
Ohio
$561K