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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
GFL
2901
Granite FO LLC
New Hampshire
$3.71K
HIMS
2902
Hager Investment Management Services
New Hampshire
$3.44K
NECFA
2903
New England Capital Financial Advisors
Connecticut
$3.21K
BFM
2904
Brooklands Fund Management
United Kingdom
$3.18K
KFG
2905
Kingdom Financial Group
Arizona
$3.02K
NL
2906
NorthAvenue LLC
Ohio
$2.92K
FS
2907
Financially Speaking
Colorado
$2.91K
FC
2908
Family CFO
California
$2.91K
MSWA
2909
Marshall & Sterling Wealth Advisors
New York
$2.68K
1NWS
2910
1 North Wealth Services
Maryland
$2.65K
CB
2911
Centennial Bank
Arkansas
$2.65K
MAM
2912
Morse Asset Management
Connecticut
$2.65K
DCM
2913
Davis Capital Management
Florida
$2.65K
PIS
2914
POM Investment Strategies
North Carolina
$2.39K
TLCM
2915
Twin Lakes Capital Management
California
$2.14K
BFS
2916
Beacon Financial Strategies
North Carolina
$2.12K
GWSA
2917
Global Wealth Strategies & Associates
Colorado
$2.12K
RG
2918
RHL Group
Michigan
$2.12K
DF
2919
DecisionPoint Financial
Arizona
$1.85K
CFG
2920
Clayton Financial Group
Missouri
$1.85K
ICCON
2921
Investment Counsel Company of Nevada
Nevada
$1.59K
BIM
2922
Breakwater Investment Management
Washington
$1.59K
MI
2923
Motiv8 Investments
Florida
$1.55K
CW
2924
Curio Wealth
Maryland
$1.34K
STB
2925
S&T Bank
Pennsylvania
$1.32K