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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
SAS
3076
Spurstone Advisory Services
Connecticut
FF
3077
Francis Financial
ABWM
3078
Alpine Bank Wealth Management
Colorado
ORAM
3079
One River Asset Management
Connecticut
LCM
3080
Lattice Capital Management
Washington
JWM
3081
JPL Wealth Management
Colorado
NCM
3082
Northwest Capital Management
Oregon
PPA
3083
Pilgrim Partners Asia
Singapore
SP
3084
Saranac Partners
VWA
3085
VSM Wealth Advisory
Maryland
CIR
3086
Clear Investment Research
Georgia
MSG
3087
Main Street Group
Virginia
MAM
3088
Marquette Asset Management
Minnesota
EWM
3089
Evolution Wealth Management
Florida
CWM
3090
Crowley Wealth Management
Delaware
PAM
3091
Palisade Asset Management
Minnesota
HFS
3092
Hopwood Financial Services
Virginia
PPA
3093
Painted Porch Advisors
California
TIM
3094
Tortoise Investment Management
New York
GFWA
3095
Grey Fox Wealth Advisors
Delaware
CCM
3096
Cloud Capital Management
Washington
BCM
3097
Berbice Capital Management
New York
NC
3098
North Capital
Utah
RF
3099
Robbins Farley
New Hampshire
T
3100
Transce3nd
Texas