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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
GC
2651
Globeflex Capital
California
$159K
SFG
2652
Strive Financial Group
Indiana
$158K
PAG
2653
Paladin Advisory Group
Iowa
$156K
TFA
2654
Transamerica Financial Advisors
Florida
$154K
SOW
2655
State of Wyoming
Wyoming
$153K
SN
2656
Sittner & Nelson
Oregon
$151K
TF
2657
Tompkins Financial
New York
$146K
PGAM
2658
Princeton Global Asset Management
New Jersey
$144K
PWAM
2659
Private Wealth Asset Management
Iowa
$143K
WG
2660
Wellington Group
Indiana
$141K
OCM
2661
Osbon Capital Management
Massachusetts
$139K
MWM
2662
Mascoma Wealth Management
New Hampshire
$137K
NMG
2663
New Millennium Group
Utah
$136K
BIA
2664
Bell Investment Advisors
California
$136K
VFM
2665
Vision Financial Markets
Connecticut
$136K
BW
2666
Bravera Wealth
North Dakota
$135K
BCPWM
2667
Bradley & Co Private Wealth Management
Florida
$135K
1IA
2668
1620 Investment Advisors
Massachusetts
$134K
SL
2669
Salomon & Ludwin
Virginia
$133K
EP
2670
Essential Partners
California
$132K
FMP
2671
Financial Management Professionals
Texas
$131K
GAG
2672
Goodman Advisory Group
Massachusetts
$129K
FFA
2673
Frazier Financial Advisors
Ohio
$124K
BDL
2674
Banque de Luxembourg
Luxembourg
$122K
BCM
2675
Boreal Capital Management
Florida
$121K