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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
CIC
2726
Concord Investment Counsel
California
$44K
MG
2727
MilWealth Group
Wisconsin
$43.7K
KG
2728
Kilter Group
New York
$43.7K
NI
2729
NCP Inc
California
$43.2K
MWPCG
2730
Measured Wealth Private Client Group
New Hampshire
$43.2K
BC
2731
Bayforest Capital
United Kingdom
$42.9K
GK
2732
Graney & King
New York
$42.8K
GIA
2733
GHP Investment Advisors
Colorado
$42.5K
BONH
2734
Bank of New Hampshire
New Hampshire
$42.4K
SC
2735
Steph & Co
Wisconsin
$42.1K
GAFA
2736
Garton & Associates Financial Advisors
Kentucky
$42K
AF
2737
Abound Financial
California
$38.4K
CI
2738
Clal Insurance
Israel
$38K
PP
2739
Pacifica Partners
Canada
$37.8K
IWM
2740
IMG Wealth Management
Florida
$37.4K
GJIA
2741
Glass Jacobson Investment Advisors
Maryland
$37.1K
RCM
2742
Raleigh Capital Management
North Carolina
$36.7K
QWM
2743
Quaker Wealth Management
New Jersey
$36K
GFA
2744
Godfrey Financial Associates
New York
$35.8K
PCTC
2745
Perkins Coie Trust Company
Washington
$35.8K
DCM
2746
Dorato Capital Management
Colorado
$35K
IWP
2747
IAG Wealth Partners
Wisconsin
$34.4K
GCM
2748
Gunpowder Capital Management
Maryland
$34.4K
POIA
2749
Pin Oak Investment Advisors
Texas
$34K
AW
2750
Avion Wealth
Texas
$34K