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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
HTHT
1201
Hemenway Trust Hemenway Trust
New Hampshire
$2.22M
OGF
1202
Orin Green Financial
California
$2.22M
SAM
1203
Steinberg Asset Management
New York
$2.21M
BCP
1204
Blackhawk Capital Partners
Wisconsin
$2.2M
NG
1205
Norden Group
Utah
$2.19M
SCM
1206
Silvant Capital Management
Georgia
$2.19M
KFA
1207
Krane Funds Advisors
New York
$2.19M
EWM
1208
Empirical Wealth Management
Washington
$2.18M
BCM
1209
Bridgeway Capital Management
Texas
$2.18M
IGAM
1210
iA Global Asset Management
Quebec, Canada
$2.17M
DCM
1211
Davidson Capital Management
Texas
$2.16M
LCWM
1212
Legacy Capital Wealth Management
Texas
$2.15M
CWMK
1213
Caliber Wealth Management (Kansas)
Kansas
$2.15M
DBG
1214
De Burlo Group
Massachusetts
$2.15M
BTD
1215
BankPlus Trust Department
Mississippi
$2.14M
SAG
1216
SageView Advisory Group
California
$2.14M
SI
1217
Scharf Investments
California
$2.13M
MYAM
1218
Meiji Yasuda Asset Management
Japan
$2.13M
PNAA
1219
Pictet North America Advisors
Switzerland
$2.12M
CIM
1220
Cambria Investment Management
California
$2.11M
BAM
1221
Belpointe Asset Management
Nevada
$2.11M
PWCM
1222
Processus Wealth & Capital Management
Tennessee
$2.11M
HT
1223
Heritage Trust
Oklahoma
$2.1M
GLR
1224
Great Lakes Retirement
Ohio
$2.09M
CFG
1225
Cooper Financial Group
California
$2.09M