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