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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
GC
2626
Globeflex Capital
California
$159K
SFG
2627
Strive Financial Group
Indiana
$158K
PAG
2628
Paladin Advisory Group
Iowa
$156K
TFA
2629
Transamerica Financial Advisors
Florida
$154K
SOW
2630
State of Wyoming
Wyoming
$153K
SN
2631
Sittner & Nelson
Oregon
$151K
TF
2632
Tompkins Financial
New York
$146K
PGAM
2633
Princeton Global Asset Management
New Jersey
$144K
PWAM
2634
Private Wealth Asset Management
Iowa
$143K
OCM
2635
Osbon Capital Management
Massachusetts
$139K
MWM
2636
Mascoma Wealth Management
New Hampshire
$137K
NMG
2637
New Millennium Group
Utah
$136K
BIA
2638
Bell Investment Advisors
California
$136K
VFM
2639
Vision Financial Markets
Connecticut
$136K
BCPWM
2640
Bradley & Co Private Wealth Management
Florida
$135K
1IA
2641
1620 Investment Advisors
Massachusetts
$134K
SL
2642
Salomon & Ludwin
Virginia
$133K
FMP
2643
Financial Management Professionals
Texas
$131K
GAG
2644
Goodman Advisory Group
Massachusetts
$129K
FFA
2645
Frazier Financial Advisors
Ohio
$124K
BDL
2646
Banque de Luxembourg
Luxembourg
$122K
BCM
2647
Boreal Capital Management
Florida
$121K
AT
2648
Arlington Trust
Alabama
$121K
TPBG
2649
Turning Point Benefit Group
Maryland
$120K
MAM
2650
Magellan Asset Management
Australia
$118K