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Salesforce

2,908 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,226 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: 79.52%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7942,908 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,908
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
TW
2051
Traveka Wealth
California
$483K
HIC
2052
Hartline Investment Corp
Illinois
$483K
EWA
2053
Encompass Wealth Advisors
Oregon
$481K
WC
2054
Waterloo Capital
Texas
$479K
BMC
2055
Benin Management Corp
Connecticut
$479K
CRWM
2056
Castle Rock Wealth Management
California
$477K
WA
2057
Waddell & Associates
Tennessee
$476K
VIM
2058
Vista Investment Management
Pennsylvania
$474K
AIMA
2059
Ables Iannone Moore & Associates
Georgia
$471K
WCM
2060
Wedge Capital Management
North Carolina
$471K
BPFA
2061
Barnes Pettey Financial Advisors
Mississippi
$469K
WG
2062
Welch Group
Alabama
$467K
PSP
2063
Pacific Sage Partners
Washington
$467K
FSA
2064
Franklin Street Advisors
North Carolina
$466K
APW
2065
Austin Private Wealth
Texas
$466K
PWM
2066
Pines Wealth Management
North Carolina
$464K
SWGC
2067
Summit Wealth Group (Colorado)
Colorado
$463K
APWM
2068
Argonautica Private Wealth Management
Massachusetts
$463K
GCA
2069
Gallagher Capital Advisors
Texas
$463K
TFM
2070
TFC Financial Management
Massachusetts
$462K
ML
2071
McAdam LLC
Pennsylvania
$462K
KLCM
2072
KG&L Capital Management
Louisiana
$461K
FEG
2073
Financial Enhancement Group
Indiana
$458K
JCM
2074
Jacobsen Capital Management
Utah
$458K
DWS
2075
Dynamic Wealth Strategies
California
$458K