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Salesforce

2,928 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,080 increasing their positions, 1,229 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: $

7.2% more ownership

Funds ownership: 79.52%86.73% (+7.2%)

5% more funds holding

Funds holding: 2,7982,928 (+130)

12% less repeat investments, than reductions

Existing positions increased: 1,080 | Existing positions reduced: 1,229

Holders
2,928
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
RCA
3026
Roberts Capital Advisors
Colorado
CLA
3027
Carnegie Lake Advisors
New Jersey
B
3028
Barings
North Carolina
AHIA
3029
Andrew Hill Investment Advisors
Florida
WIM
3030
Waverton Investment Management
United Kingdom
PCP
3031
Perbak Capital Partners
United Kingdom
GCM
3032
Gladius Capital Management
Illinois
SC
3033
Saiph Capital
New Jersey
ST
3034
Sageworth Trust
Pennsylvania
BI
3035
BlueSpruce Investments
Illinois
FSA
3036
Financial Sense Advisors
California
NWMG
3037
National Wealth Management Group
Ohio
SI
3038
Severin Investments
Missouri
IWN
3039
Independent Wealth Network
Iowa
BFS
3040
BridgePort Financial Solutions
Iowa
MS
3041
Mizuho Securities
Japan
APW
3042
Axim Planning & Wealth
Ohio
HHRDM
3043
H&H Retirement Design & Management
Nevada
CPC
3044
Cookson Peirce & Co
Pennsylvania
WA
3045
Win Advisors
Florida
RCM
3046
Requisite Capital Management
Texas
PFGIA
3047
Patriot Financial Group Insurance Agency
Massachusetts
ECM
3048
Element Capital Management
New York
RS
3049
R Squared
Hong Kong
PCM
3050
Polymer Capital Management
New York