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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
SCM
2276
Sitrin Capital Management
California
$336K
IF
2277
Intrua Financial
Texas
$336K
CAGAS
2278
Capital Advisory Group Advisory Services
Minnesota
$335K
BFC
2279
Bedel Financial Consulting
Indiana
$333K
EC
2280
EdgeRock Capital
Colorado
$332K
TFA
2281
Trinity Financial Advisors
Ohio
$331K
RLH
2282
RD Lewis Holdings
Florida
$331K
BC
2283
Brio Consultants
California
$330K
SWM
2284
Scissortail Wealth Management
Oklahoma
$330K
FNBSF
2285
First National Bank Sioux Falls
South Dakota
$330K
RA
2286
Ransom Advisory
Rhode Island
$329K
IJWM
2287
Inman Jager Wealth Management
Mississippi
$328K
OIS
2288
OneAscent Investment Solutions
Alabama
$328K
WP
2289
Westmount Partners
California
$328K
TM
2290
TigerOak Management
New Mexico
$327K
IP
2291
Ignite Planners
California
$327K
RP
2292
Riverwater Partners
Wisconsin
$326K
BBL
2293
Beck Bode LLC
Massachusetts
$326K
XWM
2294
Xcel Wealth Management
Florida
$326K
BCMLT
2295
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K
EFSCE
2296
Enterprise Financial Services Corp (EFSC)
Missouri
$324K
CA
2297
Crewe Advisors
Utah
$323K
BOS
2298
Bank of Stockton
California
$323K
PBK
2299
Peoples Bank (Kansas)
Kansas
$323K
DW30
2300
Drucker Wealth 3.0
New Jersey
$323K