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Salesforce

2,900 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 378 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: 2,7912,900 (+109)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,900
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
NIM
976
Nicollet Investment Management
Minnesota
$3.81M
CWI
977
Conscious Wealth Investments
Florida
$3.81M
CCM
978
Collar Capital Management
Wisconsin
$3.81M
RWM
979
Ritholtz Wealth Management
New York
$3.8M
CA
980
CGN Advisors
Kansas
$3.8M
LWANC
981
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.78M
BFW
982
Brady Family Wealth
Missouri
$3.78M
CAM
983
Cozad Asset Management
Illinois
$3.77M
GIA
984
Gladstone Institutional Advisory
Florida
$3.76M
HWAM
985
Hennion & Walsh Asset Management
New Jersey
$3.75M
CCA
986
Checchi Capital Advisers
California
$3.75M
Group One Trading
987
Group One Trading
Illinois
$3.74M
SC
988
Savant Capital
Illinois
$3.74M
GJWM
989
Gilliland Jeter Wealth Management
Arkansas
$3.67M
VCM
990
Verde Capital Management
Michigan
$3.67M
FAM
991
Fairtree Asset Management
South Africa
$3.61M
LJHT
992
Laurie J. Hall Trustee
$3.59M
LNB
993
Ledyard National Bank
$3.57M
SAM
994
Stansberry Asset Management
Texas
$3.55M
CIA
995
Cohen Investment Advisors
New Hampshire
$3.55M
MCM
996
MV Capital Management
Maryland
$3.55M
AA
997
Altrafin AG
$3.54M
FWM
998
Finer Wealth Management
Massachusetts
$3.54M
CW
999
CreativeOne Wealth
Kansas
$3.54M
AI
1000
AXS Investments
New York
$3.53M