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