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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
VW
2176
Vantus Wealth
Pennsylvania
$389K
FMN
2177
Financial Management Network
California
$389K
LRWA
2178
Long Run Wealth Advisors
New York
$389K
GA
2179
GFS Advisors
Texas
$389K
OWP
2180
ORG Wealth Partners
Texas
$388K
TCM
2181
Tandem Capital Management
New Jersey
$388K
SFC
2182
SYM Financial Corp
Indiana
$385K
MW
2183
MBL Wealth
North Carolina
$385K
RF
2184
Rossby Financial
Florida
$384K
TCM
2185
Triumph Capital Management
Colorado
$383K
BWM
2186
BlackDiamond Wealth Management
New York
$383K
CPWA
2187
Cerro Pacific Wealth Advisors
California
$383K
BFG
2188
Beacon Financial Group
Texas
$383K
SAM
2189
Sagewood Asset Management
New York
$383K
LCWP
2190
Legacy Capital Wealth Partners
Arkansas
$382K
BWS
2191
Broadway Wealth Solutions
Texas
$382K
OFG
2192
Oxford Financial Group
Indiana
$381K
BWA
2193
Bestgate Wealth Advisors
Maryland
$381K
SCG
2194
Sonata Capital Group
Washington
$381K
HI
2195
Hudock Inc
Pennsylvania
$380K
EFG
2196
Ethos Financial Group
Pennsylvania
$380K
RIS
2197
Retirement Income Solutions
Michigan
$377K
FG
2198
Foster Group
Iowa
$377K
NAS
2199
NWF Advisory Services
California
$376K
SSWM
2200
Sheets Smith Wealth Management
North Carolina
$376K