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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
EC
2301
EdgeRock Capital
Colorado
$332K
TFA
2302
Trinity Financial Advisors
Ohio
$331K
FAN
2303
Financial Advisors Network
California
$331K
RLH
2304
RD Lewis Holdings
Florida
$331K
BC
2305
Brio Consultants
California
$330K
SWM
2306
Scissortail Wealth Management
Oklahoma
$330K
FNBSF
2307
First National Bank Sioux Falls
South Dakota
$330K
RA
2308
Ransom Advisory
Rhode Island
$329K
IJWM
2309
Inman Jager Wealth Management
Mississippi
$328K
OIS
2310
OneAscent Investment Solutions
Alabama
$328K
WP
2311
Westmount Partners
California
$328K
TM
2312
TigerOak Management
New Mexico
$327K
IP
2313
Ignite Planners
California
$327K
RP
2314
Riverwater Partners
Wisconsin
$326K
BBL
2315
Beck Bode LLC
Massachusetts
$326K
XWM
2316
Xcel Wealth Management
Florida
$326K
BCMLT
2317
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K
EFSCE
2318
Enterprise Financial Services Corp (EFSC)
Missouri
$324K
CA
2319
Crewe Advisors
Utah
$323K
BOS
2320
Bank of Stockton
California
$323K
PBK
2321
Peoples Bank (Kansas)
Kansas
$323K
DW30
2322
Drucker Wealth 3.0
New Jersey
$323K
TC
2323
Truvestments Capital
Florida
$323K
EWM
2324
Elevation Wealth Management
Minnesota
$322K
SWA
2325
Serenus Wealth Advisors
California
$322K