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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
WWA
2001
Wisconsin Wealth Advisors
Wisconsin
$518K
SMA
2002
Seven Mile Advisory
New Jersey
$518K
LWM
2003
Liberty Wealth Management
California
$515K
GWM
2004
GK Wealth Management
Nevada
$515K
VFG
2005
V2 Financial group
Illinois
$514K
APG
2006
Abacus Planning Group
South Carolina
$514K
PFA
2007
Pure Financial Advisors
California
$513K
SL
2008
Sentinus LLC
Illinois
$513K
RWP
2009
Revolve Wealth Partners
New Jersey
$510K
TC
2010
Trilogy Capital
California
$510K
PP
2011
Patron Partners
Texas
$510K
WI
2012
WBI Investments
New Jersey
$509K
BIA
2013
Bigelow Investment Advisors
Maine
$509K
IRC
2014
Investors Research Corp
Georgia
$509K
KIC
2015
Kensington Investment Counsel
California
$508K
CFO
2016
Cambient Family Office
Michigan
$508K
RS
2017
Rakuten Securities
Japan
$507K
BMWS
2018
Brady Martz Wealth Solutions
North Dakota
$507K
AWM
2019
Accel Wealth Management
Iowa
$505K
CIC
2020
Chilton Investment Company
Connecticut
$504K
BOPW
2021
Brandywine Oak Private Wealth
Pennsylvania
$504K
ESC
2022
Eurizon SLJ Capital
$504K
BCG
2023
Breakwater Capital Group
New Jersey
$502K
GD
2024
Grandfield & Dodd
New York
$500K
SB
2025
Strategic Blueprint
Georgia
$500K