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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
PFA
2001
Pure Financial Advisors
California
$513K
SL
2002
Sentinus LLC
Illinois
$513K
RWP
2003
Revolve Wealth Partners
New Jersey
$510K
TC
2004
Trilogy Capital
California
$510K
PP
2005
Patron Partners
Texas
$510K
WI
2006
WBI Investments
New Jersey
$509K
BIA
2007
Bigelow Investment Advisors
Maine
$509K
IRC
2008
Investors Research Corp
Georgia
$509K
KIC
2009
Kensington Investment Counsel
California
$508K
CFO
2010
Cambient Family Office
Michigan
$508K
RS
2011
Rakuten Securities
Japan
$507K
BMWS
2012
Brady Martz Wealth Solutions
North Dakota
$507K
AWM
2013
Accel Wealth Management
Iowa
$505K
CIC
2014
Chilton Investment Company
Connecticut
$504K
BOPW
2015
Brandywine Oak Private Wealth
Pennsylvania
$504K
ESC
2016
Eurizon SLJ Capital
$504K
BCG
2017
Breakwater Capital Group
New Jersey
$502K
GD
2018
Grandfield & Dodd
New York
$500K
SB
2019
Strategic Blueprint
Georgia
$500K
LI
2020
Lafayette Investments
Maryland
$498K
WWM
2021
Walser Wealth Management
Florida
$497K
OWCM
2022
One Wealth Capital Management
Arizona
$497K
JF
2023
JSF Financial
California
$497K
FFA
2024
Fi3 Financial Advisors
Indiana
$497K
HA
2025
Herold Advisors
New York
$496K