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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
IWN
3051
Independent Wealth Network
Iowa
BFS
3052
BridgePort Financial Solutions
Iowa
MS
3053
Mizuho Securities
Japan
APW
3054
Axim Planning & Wealth
Ohio
HHRDM
3055
H&H Retirement Design & Management
Nevada
CPC
3056
Cookson Peirce & Co
Pennsylvania
WA
3057
Win Advisors
Florida
RCM
3058
Requisite Capital Management
Texas
PFGIA
3059
Patriot Financial Group Insurance Agency
Massachusetts
ECM
3060
Element Capital Management
New York
RS
3061
R Squared
Hong Kong
PCM
3062
Polymer Capital Management
New York
SP
3063
SIH Partners
Delaware
FC
3064
Farringdon Capital
United Kingdom
BCI
3065
Blue Capital Inc
Nebraska
MAM
3066
MWA Asset Management
Massachusetts
VBA
3067
von Borstel & Associates
Oregon
DACS
3068
Dymon Asia Capital (Singapore)
Singapore
SA
3069
Sonoma Allocations
California
YWS
3070
Yarger Wealth Strategies
Ohio
SAM
3071
Strive Asset Management
Ohio
SPA
3072
Sherbrooke Park Advisers
New York
FH
3073
FWG Holdings
Florida
WAM
3074
Werlinich Asset Management
Connecticut
CT
3075
ClearAlpha Technologies
Connecticut