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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
LI
2026
Lafayette Investments
Maryland
$498K
WWM
2027
Walser Wealth Management
Florida
$497K
OWCM
2028
One Wealth Capital Management
Arizona
$497K
JF
2029
JSF Financial
California
$497K
FFA
2030
Fi3 Financial Advisors
Indiana
$497K
HA
2031
Herold Advisors
New York
$496K
BFPW
2032
BOK Financial Private Wealth
Colorado
$495K
CCWM
2033
Cassaday & Co Wealth Management
Virginia
$492K
WHCI
2034
W.H. Cornerstone Investments
Massachusetts
$491K
FPWM
2035
FSB Premier Wealth Management
Iowa
$491K
GF
2036
Gabelli Funds
New York
$490K
SFO
2037
Stokes Family Office
Louisiana
$490K
RFW
2038
Rainier Family Wealth
Washington
$490K
DOA
2039
D'Orazio & Associates
Virginia
$487K
B
2040
Bellecapital
Switzerland
$487K
AA
2041
Armis Advisers
Georgia
$487K
CA
2042
CoreCap Advisors
Michigan
$486K
FA
2043
FF Advisors
California
$485K
MUMSS
2044
Mitsubishi UFJ Morgan Stanley Securities
Japan
$485K
CWA
2045
Clarity Wealth Advisors
California
$485K
RC
2046
Rexford Capital
Texas
$485K
AI
2047
AdvisorShares Investments
Maryland
$485K
MP
2048
Moment Partners
California
$485K
ACA
2049
Affinity Capital Advisors
California
$483K
TW
2050
Traveka Wealth
California
$483K