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Salesforce

2,899 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 377 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: 2,7912,899 (+108)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,899
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
BSSFA
2451
Baron Silver Stevens Financial Advisors
Florida
$254K
MCC
2452
Money Concepts Capital
Florida
$253K
GSWM
2453
Golden State Wealth Management
California
$252K
WDC
2454
Woodward Diversified Capital
California
$251K
KA
2455
Kozak & Associates
Colorado
$251K
EFL
2456
ERn Financial LLC
Wisconsin
$251K
BWG
2457
Balanced Wealth Group
Ohio
$251K
GAMC
2458
Garner Asset Management Corp
Texas
$250K
HOWA
2459
Hudson Oak Wealth Advisory
New Jersey
$250K
AGA
2460
Arkos Global Advisors
Texas
$250K
AAA
2461
American Alpha Advisors
New York
$250K
CAL
2462
Capital Advisors Ltd
Ohio
$249K
WAM
2463
Weinberger Asset Management
California
$249K
GFG
2464
Greenberg Financial Group
Arizona
$249K
CAM
2465
Congress Asset Management
Massachusetts
$248K
YIM
2466
Yoffe Investment Management
Pennsylvania
$248K
SWMP
2467
Signature Wealth Management Partners
New Jersey
$248K
CAC
2468
Core Alternative Capital
Georgia
$247K
NG
2469
Novem Group
New York
$247K
COFSG
2470
Carbahal Olsen Financial Services Group
California
$246K
MCM
2471
Manchester Capital Management
Vermont
$246K
WSFG
2472
Wall Street Financial Group
Illinois
$246K
CSIC
2473
Clifford Swan Investment Counsel
California
$246K
MBI
2474
May Barnhard Investments
Maryland
$246K
CIA
2475
Cladis Investment Advisory
Montana
$246K