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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
BFPW
2026
BOK Financial Private Wealth
Colorado
$495K
CCWM
2027
Cassaday & Co Wealth Management
Virginia
$492K
WHCI
2028
W.H. Cornerstone Investments
Massachusetts
$491K
FPWM
2029
FSB Premier Wealth Management
Iowa
$491K
GF
2030
Gabelli Funds
New York
$490K
SFO
2031
Stokes Family Office
Louisiana
$490K
RFW
2032
Rainier Family Wealth
Washington
$490K
DOA
2033
D'Orazio & Associates
Virginia
$487K
B
2034
Bellecapital
Switzerland
$487K
AA
2035
Armis Advisers
Georgia
$487K
CA
2036
CoreCap Advisors
Michigan
$486K
FA
2037
FF Advisors
California
$485K
MUMSS
2038
Mitsubishi UFJ Morgan Stanley Securities
Japan
$485K
CWA
2039
Clarity Wealth Advisors
California
$485K
RC
2040
Rexford Capital
Texas
$485K
AI
2041
AdvisorShares Investments
Maryland
$485K
MP
2042
Moment Partners
California
$485K
ACA
2043
Affinity Capital Advisors
California
$483K
TW
2044
Traveka Wealth
California
$483K
HIC
2045
Hartline Investment Corp
Illinois
$483K
EWA
2046
Encompass Wealth Advisors
Oregon
$481K
WC
2047
Waterloo Capital
Texas
$479K
BMC
2048
Benin Management Corp
Connecticut
$479K
CRWM
2049
Castle Rock Wealth Management
California
$477K
WA
2050
Waddell & Associates
Tennessee
$476K