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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
MWM
2351
Mattern Wealth Management
Kansas
$310K
PAG
2352
Powers Advisory Group
Illinois
$309K
EHC
2353
Everett Harris & Co
California
$309K
WTA
2354
Washington Trust Advisors
Massachusetts
$309K
MWA
2355
Muirfield Wealth Advisors
North Carolina
$308K
PCA
2356
Peddock Capital Advisors
Massachusetts
$308K
CSF
2357
Capital Squared Financial
Maryland
$307K
C1AG
2358
Client 1st Advisory Group
Florida
$307K
NRI
2359
NFP Retirement Inc
California
$307K
TMC
2360
Themes Management Co
Connecticut
$307K
AWA
2361
Ark Wealth Advisors
California
$306K
MWA
2362
Motive Wealth Advisors
Michigan
$305K
FSA
2363
Fort Sheridan Advisors
Illinois
$305K
LW
2364
Livet Wealth
Utah
$305K
MWM
2365
Mindset Wealth Management
Indiana
$305K
EAM
2366
Evanson Asset Management
California
$304K
MAWCM
2367
Mine & Arao Wealth Creation & Management
California
$303K
TAP
2368
TSG Advice Partners
Ohio
$303K
MFA
2369
Morling Financial Advisors
California
$303K
OFW
2370
Omnia Family Wealth
Florida
$302K
WA
2371
Winter & Associates
Minnesota
$301K
CFS
2372
CRA Financial Services
New Jersey
$301K
SIAP
2373
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$300K
MWA
2374
Midland Wealth Advisors
Illinois
$300K
JWM
2375
JGP Wealth Management
Oregon
$300K