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Salesforce

2,904 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, 1,077 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7912,904 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,904
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
WAAG
3001
Wealth Alliance Advisory Group
Kansas
RCA
3002
Roberts Capital Advisors
Colorado
CLA
3003
Carnegie Lake Advisors
New Jersey
B
3004
Barings
North Carolina
AHIA
3005
Andrew Hill Investment Advisors
Florida
WIM
3006
Waverton Investment Management
United Kingdom
PCP
3007
Perbak Capital Partners
United Kingdom
GCM
3008
Gladius Capital Management
Illinois
SC
3009
Saiph Capital
New Jersey
ST
3010
Sageworth Trust
Pennsylvania
BI
3011
BlueSpruce Investments
Illinois
FSA
3012
Financial Sense Advisors
California
NWMG
3013
National Wealth Management Group
Ohio
SI
3014
Severin Investments
Missouri
IWN
3015
Independent Wealth Network
Iowa
BFS
3016
BridgePort Financial Solutions
Iowa
MS
3017
Mizuho Securities
Japan
APW
3018
Axim Planning & Wealth
Ohio
HHRDM
3019
H&H Retirement Design & Management
Nevada
CPC
3020
Cookson Peirce & Co
Pennsylvania
WA
3021
Win Advisors
Florida
RCM
3022
Requisite Capital Management
Texas
PFGIA
3023
Patriot Financial Group Insurance Agency
Massachusetts
ECM
3024
Element Capital Management
New York
RS
3025
R Squared
Hong Kong