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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
SFGM
2101
Stonebridge Financial Group (Missouri)
Missouri
$430K
RWA
2102
Rooted Wealth Advisors
Illinois
$430K
HFS
2103
Howard Financial Services
Texas
$429K
SSCA
2104
South Shore Capital Advisors
Massachusetts
$427K
GAA
2105
Guardian Asset Advisors
Pennsylvania
$426K
GAM
2106
Gemmer Asset Management
California
$426K
ARC
2107
Advisor Resource Council
Texas
$425K
SMFG
2108
Sumitomo Mitsui Financial Group
Japan
$424K
BFA
2109
Beaumont Financial Advisors
Massachusetts
$423K
MSA
2110
Marino Stram & Associates
Massachusetts
$422K
LWM
2111
LJI Wealth Management
Indiana
$422K
FCG
2112
Fielder Capital Group
Tennessee
$421K
SSA
2113
Sierra Summit Advisors
Nevada
$420K
VC
2114
Veery Capital
Delaware
$420K
CA
2115
Cornerstone Advisory
Maryland
$418K
WAM
2116
Wakefield Asset Management
Colorado
$417K
AF
2117
Advisornet Financial
Minnesota
$416K
SWM
2118
Seed Wealth Management
Illinois
$416K
PIA
2119
Pinion Investment Advisors
Kansas
$416K
CWA
2120
Cura Wealth Advisors
Illinois
$415K
RIP
2121
Reliant Investment Partners
North Carolina
$415K
PWC
2122
Pathfinder Wealth Consulting
North Carolina
$414K
BW
2123
BXM Wealth
Colorado
$414K
KW
2124
KWB Wealth
California
$414K
BOH
2125
Bank of Hawaii
Hawaii
$413K