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Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 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: 2,7922,905 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,905
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
YWM
2226
Yoder Wealth Management
California
$362K
AW
2227
Alteri Wealth
California
$362K
RDFA
2228
Ritter Daniher Financial Advisory
Ohio
$362K
MR
2229
Munich Reinsurance
$359K
IGGA
2230
Iron Gate Global Advisors
Utah
$358K
BBI
2231
Baxter Bros Inc
Connecticut
$358K
KPWG
2232
KFA Private Wealth Group
Virginia
$358K
WIA
2233
Wetzel Investment Advisors
Indiana
$356K
MA
2234
MJP Associates
Connecticut
$356K
ICP
2235
Impact Capital Partners
Colorado
$355K
SW
2236
SlateStone Wealth
Florida
$355K
CCW
2237
Coastline Complete Wealth
South Carolina
$354K
JCIA
2238
Jackson Creek Investment Advisors
Colorado
$354K
FMWA
2239
Forvis Mazars Wealth Advisors
Missouri
$353K
WA
2240
Wealth Architects
California
$352K
WBCM
2241
Wilson & Boucher Capital Management
California
$351K
NWWA
2242
New Wave Wealth Advisors
Arkansas
$351K
AWA
2243
Adapt Wealth Advisors
Georgia
$350K
AA
2244
Acorns Advisers
California
$350K
CCM
2245
Consolidated Capital Management
California
$349K
WWM
2246
Wolff Wiese Magana
California
$349K
MC
2247
Machina Capital
France
$348K
FFC
2248
First Financial Corp
Indiana
$348K
HBT
2249
Heartland Bank & Trust
Illinois
$347K
BLFG
2250
Brian Low Financial Group
Louisiana
$346K