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Salesforce

2,906 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,906 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,906
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
JWM
1976
Jeppson Wealth Management
California
$537K
SWM
1977
Sandro Wealth Management
New Jersey
$537K
EPIMS
1978
Evelyn Partners Investment Management Services
$536K
HNB
1979
Hilltop National Bank
Wyoming
$536K
WAG
1980
Wallace Advisory Group
California
$535K
LA
1981
LVW Advisors
New York
$535K
SFG
1982
Synergy Financial Group
California
$533K
FWI
1983
Facet Wealth Inc
Maryland
$531K
CP
1984
Covenant Partners
Tennessee
$530K
AIMC
1985
Alley Investment Management Company
Illinois
$530K
CI
1986
Corient IA
Florida
$530K
FPH
1987
Financial Planning Hawaii
Hawaii
$530K
ASBI
1988
American State Bank (Iowa)
Iowa
$530K
ACM
1989
Andina Capital Management
Utah
$528K
CT
1990
Colonial Trust
South Carolina
$524K
ACP
1991
Aviance Capital Partners
Florida
$524K
CSB
1992
City State Bank
Iowa
$523K
AP
1993
Anchyra Partners
Georgia
$523K
ISWM
1994
Independent Solutions Wealth Management
New York
$523K
PFL
1995
Prota Financial, LLC
Texas
$522K
FCM
1996
FirstWave Capital Management
Florida
$522K
BFG
1997
Berger Financial Group
Minnesota
$521K
AA
1998
Apriem Advisors
California
$521K
GA
1999
Greenspring Advisors
Maryland
$519K
EL
2000
EWA LLC
Pennsylvania
$519K