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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
BFS
2876
Beacon Financial Strategies
North Carolina
$2.12K
GWSA
2877
Global Wealth Strategies & Associates
Colorado
$2.12K
RG
2878
RHL Group
Michigan
$2.12K
DF
2879
DecisionPoint Financial
Arizona
$1.85K
CFG
2880
Clayton Financial Group
Missouri
$1.85K
ICCON
2881
Investment Counsel Company of Nevada
Nevada
$1.59K
BIM
2882
Breakwater Investment Management
Washington
$1.59K
MI
2883
Motiv8 Investments
Florida
$1.55K
CW
2884
Curio Wealth
Maryland
$1.34K
STB
2885
S&T Bank
Pennsylvania
$1.32K
SA
2886
Seneschal Advisors
Washington
$1.32K
NA
2887
Networth Advisors
Pennsylvania
$1.32K
RWPA
2888
Richard W. Paul & Associates
Michigan
$1.06K
IA
2889
IFS Advisors
Kansas
$1.06K
IPS
2890
Investors Portfolio Services
Washington
$955
CTWM
2891
Cherry Tree Wealth Management
Minnesota
$795
DSC
2892
Duncker Streett & Co
Missouri
$795
BDPWM
2893
Barnes Dennig Private Wealth Management
Ohio
$795
MFP
2894
Meramec Financial Planners
Missouri
$575
CCC
2895
Chelsea Counsel Company
California
$531
RJA
2896
Ross\Johnson & Associates
Minnesota
$530
BWM
2897
Benson Wealth Management
Tennessee
$530
LIA
2898
Luken Investment Analytics
Tennessee
$530
T2I
2899
Turim 21 Investimentos
Brazil
$1
Alyeska Investment Group
2900
Alyeska Investment Group
Illinois