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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
GCM
2751
Gables Capital Management
Florida
$47.9K
USB
2752
Union Savings Bank
Connecticut
$47.2K
BGAI
2753
Bruce G. Allen Investments
Colorado
$46.4K
DCM
2754
Disciplina Capital Management
Tennessee
$46.3K
PWMG
2755
Prestige Wealth Management Group
New Jersey
$46.2K
RWM
2756
RMG Wealth Management
Wisconsin
$44.6K
CIC
2757
Concord Investment Counsel
California
$44K
MG
2758
MilWealth Group
Wisconsin
$43.7K
KG
2759
Kilter Group
New York
$43.7K
NI
2760
NCP Inc
California
$43.2K
MWPCG
2761
Measured Wealth Private Client Group
New Hampshire
$43.2K
BC
2762
Bayforest Capital
United Kingdom
$42.9K
GK
2763
Graney & King
New York
$42.8K
GIA
2764
GHP Investment Advisors
Colorado
$42.5K
BONH
2765
Bank of New Hampshire
New Hampshire
$42.4K
SC
2766
Steph & Co
Wisconsin
$42.1K
GAFA
2767
Garton & Associates Financial Advisors
Kentucky
$42K
AF
2768
Abound Financial
California
$38.4K
CI
2769
Clal Insurance
Israel
$38K
PP
2770
Pacifica Partners
Canada
$37.8K
IWM
2771
IMG Wealth Management
Florida
$37.4K
GJIA
2772
Glass Jacobson Investment Advisors
Maryland
$37.1K
RCM
2773
Raleigh Capital Management
North Carolina
$36.7K
QWM
2774
Quaker Wealth Management
New Jersey
$36K
GFA
2775
Godfrey Financial Associates
New York
$35.8K