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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
MWM
776
Modera Wealth Management
New Jersey
$6.92M
SL
777
Siren LLC
Connecticut
$6.91M
NRS
778
Neville Rodie & Shaw
New York
$6.9M
JFG
779
Jefferies Financial Group
New York
$6.9M
GAAM
780
Guinness Atkinson Asset Management
California
$6.88M
DJSG
781
D.J. St. Germain
Massachusetts
$6.87M
SAM
782
Securian Asset Management
Minnesota
$6.86M
CA
783
Continuum Advisory
Idaho
$6.85M
ACM
784
Aquatic Capital Management
Illinois
$6.83M
MSA
785
MUFG Securities Americas
New York
$6.79M
RDWM
786
Red Door Wealth Management
Tennessee
$6.79M
ECM
787
Everence Capital Management
Indiana
$6.74M
CCM
788
Cohen Capital Management
California
$6.73M
CFG
789
Citizens Financial Group
Rhode Island
$6.73M
CYG
790
Clean Yield Group
Vermont
$6.7M
BWP
791
Burling Wealth Partners
Illinois
$6.69M
GRP
792
Global Retirement Partners
California
$6.68M
EPIM
793
Evelyn Partners Investment Management
$6.67M
SC
794
SummitTX Capital
Texas
$6.66M
TVPW
795
Third View Private Wealth
Connecticut
$6.65M
BG
796
BDF Gestion
France
$6.6M
EWM
797
Evercore Wealth Management
New York
$6.6M
PTB
798
Pioneer Trust Bank
Oregon
$6.58M
WI
799
Wahed Invest
New York
$6.51M
ST
800
Spinnaker Trust
Maine
$6.51M