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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
OGF
1201
Orin Green Financial
California
$2.22M
SAM
1202
Steinberg Asset Management
New York
$2.21M
BCP
1203
Blackhawk Capital Partners
Wisconsin
$2.2M
NG
1204
Norden Group
Utah
$2.19M
SCM
1205
Silvant Capital Management
Georgia
$2.19M
KFA
1206
Krane Funds Advisors
New York
$2.19M
EWM
1207
Empirical Wealth Management
Washington
$2.18M
BCM
1208
Bridgeway Capital Management
Texas
$2.18M
IGAM
1209
iA Global Asset Management
Quebec, Canada
$2.17M
DCM
1210
Davidson Capital Management
Texas
$2.16M
LCWM
1211
Legacy Capital Wealth Management
Texas
$2.15M
CWMK
1212
Caliber Wealth Management (Kansas)
Kansas
$2.15M
DBG
1213
De Burlo Group
Massachusetts
$2.15M
BTD
1214
BankPlus Trust Department
Mississippi
$2.14M
SAG
1215
SageView Advisory Group
California
$2.14M
SI
1216
Scharf Investments
California
$2.13M
MYAM
1217
Meiji Yasuda Asset Management
Japan
$2.13M
PNAA
1218
Pictet North America Advisors
Switzerland
$2.12M
CIM
1219
Cambria Investment Management
California
$2.11M
BAM
1220
Belpointe Asset Management
Nevada
$2.11M
PWCM
1221
Processus Wealth & Capital Management
Tennessee
$2.11M
HT
1222
Heritage Trust
Oklahoma
$2.1M
GLR
1223
Great Lakes Retirement
Ohio
$2.09M
CFG
1224
Cooper Financial Group
California
$2.09M
HCCM
1225
Hudson Canyon Capital Management
New York
$2.08M