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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
WAG
1976
Wallace Advisory Group
California
$535K
LA
1977
LVW Advisors
New York
$535K
SFG
1978
Synergy Financial Group
California
$533K
FWI
1979
Facet Wealth Inc
Maryland
$531K
CP
1980
Covenant Partners
Tennessee
$530K
AIMC
1981
Alley Investment Management Company
Illinois
$530K
CI
1982
Corient IA
Florida
$530K
FPH
1983
Financial Planning Hawaii
Hawaii
$530K
ACM
1984
Andina Capital Management
Utah
$528K
CT
1985
Colonial Trust
South Carolina
$524K
ACP
1986
Aviance Capital Partners
Florida
$524K
CSB
1987
City State Bank
Iowa
$523K
AP
1988
Anchyra Partners
Georgia
$523K
ISWM
1989
Independent Solutions Wealth Management
New York
$523K
FCM
1990
FirstWave Capital Management
Florida
$522K
BFG
1991
Berger Financial Group
Minnesota
$521K
AA
1992
Apriem Advisors
California
$521K
GA
1993
Greenspring Advisors
Maryland
$519K
EL
1994
EWA LLC
Pennsylvania
$519K
WWA
1995
Wisconsin Wealth Advisors
Wisconsin
$518K
SMA
1996
Seven Mile Advisory
New Jersey
$518K
LWM
1997
Liberty Wealth Management
California
$515K
GWM
1998
GK Wealth Management
Nevada
$515K
VFG
1999
V2 Financial group
Illinois
$514K
APG
2000
Abacus Planning Group
South Carolina
$514K