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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
ONSWM
2101
Old North State Wealth Management
North Carolina
$435K
CL
2102
CVFG LLC
Indiana
$435K
EP
2103
EPIQ Partners
Minnesota
$435K
LEA
2104
Legacy Edge Advisors
New York
$434K
CAM
2105
Claret Asset Management
Quebec, Canada
$434K
OWMIAS
2106
One Wealth Management Investment & Advisory Services
Florida
$432K
ACM
2107
Arcataur Capital Management
Wisconsin
$431K
SFGM
2108
Stonebridge Financial Group (Missouri)
Missouri
$430K
RWA
2109
Rooted Wealth Advisors
Illinois
$430K
HFS
2110
Howard Financial Services
Texas
$429K
SSCA
2111
South Shore Capital Advisors
Massachusetts
$427K
GAA
2112
Guardian Asset Advisors
Pennsylvania
$426K
GAM
2113
Gemmer Asset Management
California
$426K
ARC
2114
Advisor Resource Council
Texas
$425K
SMFG
2115
Sumitomo Mitsui Financial Group
Japan
$424K
BFA
2116
Beaumont Financial Advisors
Massachusetts
$423K
MSA
2117
Marino Stram & Associates
Massachusetts
$422K
LWM
2118
LJI Wealth Management
Indiana
$422K
FCG
2119
Fielder Capital Group
Tennessee
$421K
SSA
2120
Sierra Summit Advisors
Nevada
$420K
VC
2121
Veery Capital
Delaware
$420K
CA
2122
Cornerstone Advisory
Maryland
$418K
WAM
2123
Wakefield Asset Management
Colorado
$417K
AF
2124
Advisornet Financial
Minnesota
$416K
SWM
2125
Seed Wealth Management
Illinois
$416K