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Salesforce

2,907 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, 1,226 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: 2,7942,907 (+113)

12% less repeat investments, than reductions

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

Holders
2,907
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
B
2226
Bensler
Washington
$365K
YWM
2227
Yoder Wealth Management
California
$362K
AW
2228
Alteri Wealth
California
$362K
RDFA
2229
Ritter Daniher Financial Advisory
Ohio
$362K
MR
2230
Munich Reinsurance
$359K
IGGA
2231
Iron Gate Global Advisors
Utah
$358K
BBI
2232
Baxter Bros Inc
Connecticut
$358K
KPWG
2233
KFA Private Wealth Group
Virginia
$358K
WIA
2234
Wetzel Investment Advisors
Indiana
$356K
MA
2235
MJP Associates
Connecticut
$356K
ICP
2236
Impact Capital Partners
Colorado
$355K
SW
2237
SlateStone Wealth
Florida
$355K
CCW
2238
Coastline Complete Wealth
South Carolina
$354K
JCIA
2239
Jackson Creek Investment Advisors
Colorado
$354K
FMWA
2240
Forvis Mazars Wealth Advisors
Missouri
$353K
WA
2241
Wealth Architects
California
$352K
WBCM
2242
Wilson & Boucher Capital Management
California
$351K
NWWA
2243
New Wave Wealth Advisors
Arkansas
$351K
AWA
2244
Adapt Wealth Advisors
Georgia
$350K
AA
2245
Acorns Advisers
California
$350K
CCM
2246
Consolidated Capital Management
California
$349K
WWM
2247
Wolff Wiese Magana
California
$349K
MC
2248
Machina Capital
France
$348K
FFC
2249
First Financial Corp
Indiana
$348K
HBT
2250
Heartland Bank & Trust
Illinois
$347K