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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
MIM
776
Morningstar Investment Management
Illinois
$7.13M
NCL
777
Nishkama Capital LLC
Puerto Rico
$7.09M
NIM
778
Niles Investment Management
Florida
$7.04M
SWA
779
SFMG Wealth Advisors
Texas
$6.96M
DRS
780
Deane Retirement Strategies
Louisiana
$6.95M
LSA
781
Leonteq Securities AG
Switzerland
$6.94M
MWM
782
Modera Wealth Management
New Jersey
$6.92M
SL
783
Siren LLC
Connecticut
$6.91M
NRS
784
Neville Rodie & Shaw
New York
$6.9M
JFG
785
Jefferies Financial Group
New York
$6.9M
GAAM
786
Guinness Atkinson Asset Management
California
$6.88M
DJSG
787
D.J. St. Germain
Massachusetts
$6.87M
SAM
788
Securian Asset Management
Minnesota
$6.86M
CA
789
Continuum Advisory
Idaho
$6.85M
ACM
790
Aquatic Capital Management
Illinois
$6.83M
MSA
791
MUFG Securities Americas
New York
$6.79M
RDWM
792
Red Door Wealth Management
Tennessee
$6.79M
ECM
793
Everence Capital Management
Indiana
$6.74M
CCM
794
Cohen Capital Management
California
$6.73M
CFG
795
Citizens Financial Group
Rhode Island
$6.73M
CYG
796
Clean Yield Group
Vermont
$6.7M
BWP
797
Burling Wealth Partners
Illinois
$6.69M
GRP
798
Global Retirement Partners
California
$6.68M
EPIM
799
Evelyn Partners Investment Management
$6.67M
SC
800
SummitTX Capital
Texas
$6.66M