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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
BC
2726
Bayforest Capital
United Kingdom
$42.9K
GK
2727
Graney & King
New York
$42.8K
GIA
2728
GHP Investment Advisors
Colorado
$42.5K
BONH
2729
Bank of New Hampshire
New Hampshire
$42.4K
SC
2730
Steph & Co
Wisconsin
$42.1K
GAFA
2731
Garton & Associates Financial Advisors
Kentucky
$42K
AF
2732
Abound Financial
California
$38.4K
CI
2733
Clal Insurance
Israel
$38K
PP
2734
Pacifica Partners
Canada
$37.8K
IWM
2735
IMG Wealth Management
Florida
$37.4K
GJIA
2736
Glass Jacobson Investment Advisors
Maryland
$37.1K
RCM
2737
Raleigh Capital Management
North Carolina
$36.7K
QWM
2738
Quaker Wealth Management
New Jersey
$36K
GFA
2739
Godfrey Financial Associates
New York
$35.8K
PCTC
2740
Perkins Coie Trust Company
Washington
$35.8K
DCM
2741
Dorato Capital Management
Colorado
$35K
IWP
2742
IAG Wealth Partners
Wisconsin
$34.4K
GCM
2743
Gunpowder Capital Management
Maryland
$34.4K
POIA
2744
Pin Oak Investment Advisors
Texas
$34K
AW
2745
Avion Wealth
Texas
$34K
RWS
2746
Retirement Wealth Solutions
Wisconsin
$33.3K
CMA
2747
Cedar Mountain Advisors
Oregon
$32.5K
AP
2748
Aspect Partners
Virginia
$32.3K
CWM
2749
Cedar Wealth Management
California
$31K
BC
2750
Barrett & Company
Rhode Island
$29.1K