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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
BBI
2226
Baxter Bros Inc
Connecticut
$358K
KPWG
2227
KFA Private Wealth Group
Virginia
$358K
WIA
2228
Wetzel Investment Advisors
Indiana
$356K
MA
2229
MJP Associates
Connecticut
$356K
ICP
2230
Impact Capital Partners
Colorado
$355K
SW
2231
SlateStone Wealth
Florida
$355K
CCW
2232
Coastline Complete Wealth
South Carolina
$354K
JCIA
2233
Jackson Creek Investment Advisors
Colorado
$354K
FMWA
2234
Forvis Mazars Wealth Advisors
Missouri
$353K
WA
2235
Wealth Architects
California
$352K
WBCM
2236
Wilson & Boucher Capital Management
California
$351K
NWWA
2237
New Wave Wealth Advisors
Arkansas
$351K
AWA
2238
Adapt Wealth Advisors
Georgia
$350K
AA
2239
Acorns Advisers
California
$350K
CCM
2240
Consolidated Capital Management
California
$349K
WWM
2241
Wolff Wiese Magana
California
$349K
MC
2242
Machina Capital
France
$348K
FFC
2243
First Financial Corp
Indiana
$348K
HBT
2244
Heartland Bank & Trust
Illinois
$347K
BLFG
2245
Brian Low Financial Group
Louisiana
$346K
HR
2246
Howe & Rusling
New York
$346K
VF
2247
Vawter Financial
Ohio
$345K
FI
2248
Fosun International
China
$345K
IP
2249
Intellectus Partners
California
$345K
FA
2250
Faithward Advisors
Pennsylvania
$345K