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Salesforce

2,909 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,227 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: $

7.13% more ownership

Funds ownership: 79.52%86.65% (+7.1%)

4% more funds holding

Funds holding: 2,7942,909 (+115)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,227

Holders
2,909
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
JGUA
1051
John G. Ullman & Associates
New York
$3.14M
NSB
1052
Norway Savings Bank
Maine
$3.13M
LFA
1053
Legacy Financial Advisors
Kentucky
$3.13M
GI
1054
GS Investments
Minnesota
$3.1M
KOCAA
1055
Knights of Columbus Asset Advisors
Connecticut
$3.09M
AL
1056
Aspiriant LLC
California
$3.08M
RCA
1057
Resonant Capital Advisors
Wisconsin
$3.07M
ALAM
1058
Asahi Life Asset Management
Japan
$3.07M
HCM
1059
Howard Capital Management
Georgia
$3.05M
AOWM
1060
Asset One Wealth Management
Washington
$3.05M
HIIFS
1061
Harel Insurance Investments & Financial Services
Israel
$3.05M
IAN
1062
Integrated Advisors Network
Texas
$3.03M
NHT
1063
New Hampshire Trust
New Hampshire
$3.03M
MA
1064
Mutual Advisors
Nebraska
$3.02M
AP
1065
Advisors Preferred
Maryland
$3.02M
WAM
1066
Wolverine Asset Management
Illinois
$3.02M
QCM
1067
Qsemble Capital Management
New York
$3.01M
VAS
1068
Valicenti Advisory Services
New York
$3.01M
KJHP
1069
K.J. Harrison & Partners
Ontario, Canada
$3M
FHA
1070
Flagship Harbor Advisors
Massachusetts
$2.98M
SC
1071
Syon Capital
California
$2.98M
CPC
1072
CFC Planning Company
Indiana
$2.97M
RC
1073
Roundview Capital
New Jersey
$2.96M
LCIP
1074
Life Cycle Investment Partners
$2.94M
1WA
1075
180 Wealth Advisors
Washington
$2.94M