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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
BFS
2826
Bare Financial Services
Pennsylvania
$11.9K
RCM
2827
Richardson Capital Management
Wisconsin
$11.9K
PS
2828
PayPay Securities
Japan
$11.9K
MBFW
2829
Morton Brown Family Wealth
Pennsylvania
$11.7K
HC
2830
Hurley Capital
New York
$10.4K
BHWM
2831
Bay Harbor Wealth Management
Maryland
$10.3K
DRP
2832
Decker Retirement Planning
Utah
$10.3K
CTB
2833
Country Trust Bank
Illinois
$9.8K
HWM
2834
HighMark Wealth Management
Minnesota
$9.27K
GGI
2835
Godsey & Gibb Inc
Virginia
$9.01K
JWM
2836
Jessup Wealth Management
Ohio
$8.88K
DWA
2837
Delos Wealth Advisors
Texas
$8.48K
WCM
2838
Westend Capital Management
California
$8.48K
EPGL
2839
Estate Planners Group, LLC
Pennsylvania
$8.48K
GIM
2840
Gold Investment Management
Alberta, Canada
$8.21K
HFM
2841
Hartford Financial Management
Connecticut
$7.95K
B
2842
Bayban
Minnesota
$7.95K
CAM
2843
Costello Asset Management
Pennsylvania
$7.72K
FW
2844
Fairway Wealth
Ohio
$7.42K
MCA
2845
McGuire Capital Advisors
Oklahoma
$7.42K
SA
2846
Scarborough Advisors
Maryland
$7.15K
ACM
2847
Anfield Capital Management
California
$7.15K
MS
2848
Monetary Solutions
Ohio
$6.89K
WW
2849
Winnow Wealth
Texas
$6.63K
BC
2850
Bulwark Capital
Florida
$6.62K