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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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7932,907 (+114)

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
AOWM
2276
Alpha Omega Wealth Management
Virginia
$337K
SCM
2277
Sitrin Capital Management
California
$336K
IF
2278
Intrua Financial
Texas
$336K
CAGAS
2279
Capital Advisory Group Advisory Services
Minnesota
$335K
BFC
2280
Bedel Financial Consulting
Indiana
$333K
EC
2281
EdgeRock Capital
Colorado
$332K
TFA
2282
Trinity Financial Advisors
Ohio
$331K
RLH
2283
RD Lewis Holdings
Florida
$331K
BC
2284
Brio Consultants
California
$330K
SWM
2285
Scissortail Wealth Management
Oklahoma
$330K
FNBSF
2286
First National Bank Sioux Falls
South Dakota
$330K
RA
2287
Ransom Advisory
Rhode Island
$329K
IJWM
2288
Inman Jager Wealth Management
Mississippi
$328K
OIS
2289
OneAscent Investment Solutions
Alabama
$328K
WP
2290
Westmount Partners
California
$328K
TM
2291
TigerOak Management
New Mexico
$327K
IP
2292
Ignite Planners
California
$327K
RP
2293
Riverwater Partners
Wisconsin
$326K
BBL
2294
Beck Bode LLC
Massachusetts
$326K
XWM
2295
Xcel Wealth Management
Florida
$326K
BCMLT
2296
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K
EFSCE
2297
Enterprise Financial Services Corp (EFSC)
Missouri
$324K
CA
2298
Crewe Advisors
Utah
$323K
BOS
2299
Bank of Stockton
California
$323K
PBK
2300
Peoples Bank (Kansas)
Kansas
$323K