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Salesforce

2,867 hedge funds and large institutions have $248B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,071 increasing their positions, 1,219 reducing their positions, and 205 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: $

7.19% more ownership

Funds ownership: 79.41%86.6% (+7.2%)

3% more funds holding

Funds holding: 2,7892,867 (+78)

12% less repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,219

Holders
2,867
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
$7.03B
Puts
$6.1B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$590M
3 -$476M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
5
Amundi
Amundi
France
-$462M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
2001
Brandywine Oak Private Wealth
Pennsylvania
$504K
ESC
2002
Eurizon SLJ Capital
$504K
BCG
2003
Breakwater Capital Group
New Jersey
$502K
GD
2004
Grandfield & Dodd
New York
$500K
SB
2005
Strategic Blueprint
Georgia
$500K
LI
2006
Lafayette Investments
Maryland
$498K
WWMCALLC
2007
Walser Wealth Management Company, A Ltd Liability Co
Florida
$497K
OWCM
2008
One Wealth Capital Management
Arizona
$497K
JF
2009
JSF Financial
California
$497K
FFA
2010
Fi3 Financial Advisors
Indiana
$497K
HA
2011
Herold Advisors
New York
$496K
BFPW
2012
BOK Financial Private Wealth
Colorado
$495K
CCWM
2013
Cassaday & Co Wealth Management
Virginia
$492K
WHCI
2014
W.H. Cornerstone Investments
Massachusetts
$491K
FPWM
2015
FSB Premier Wealth Management
Iowa
$491K
GF
2016
Gabelli Funds
New York
$490K
SFO
2017
Stokes Family Office
Louisiana
$490K
RFW
2018
Rainier Family Wealth
Washington
$490K
DOA
2019
D'Orazio & Associates
Virginia
$487K
B
2020
Bellecapital
Switzerland
$487K
CA
2021
CoreCap Advisors
Michigan
$486K
FA
2022
FF Advisors
California
$485K
MUMSS
2023
Mitsubishi UFJ Morgan Stanley Securities
Japan
$485K
CWA
2024
Clarity Wealth Advisors
California
$485K
RC
2025
Rexford Capital
Texas
$485K