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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
SIC
1476
Sterling Investment Counsel
New York
$1.36M
WRPWM
1477
Werba Rubin Papier Wealth Management
California
$1.35M
JIC
1478
Joel Isaacson & Co
New York
$1.35M
BDFN
1479
Bond & Devick Financial Network
Minnesota
$1.35M
AFAS
1480
Acorn Financial Advisory Services
Virginia
$1.35M
IIWM
1481
Investment Insight Wealth Management
New York
$1.35M
FCB
1482
First County Bank
Connecticut
$1.35M
EFG
1483
Everhart Financial Group
Ohio
$1.34M
TBC
1484
Ted Buchan & Co
California
$1.33M
KF
1485
Krilogy Financial
Missouri
$1.33M
HPC
1486
HM Payson & Co
Maine
$1.33M
FC
1487
Fore Capital
New York
$1.32M
IIM
1488
Ironwood Investment Management
Massachusetts
$1.32M
APM
1489
Advanced Portfolio Management
New York
$1.32M
RA
1490
Rational Advisors
New York
$1.32M
MCM
1491
Mattern Capital Management
Colorado
$1.32M
EPIME
1492
Evelyn Partners Investment Management (Europe)
$1.32M
RAM
1493
Ramirez Asset Management
New York
$1.32M
GIP
1494
Granite Investment Partners
California
$1.31M
SLI
1495
Sumitomo Life Insurance
Japan
$1.31M
WWM
1496
Whalen Wealth Management
Nevada
$1.31M
IWA
1497
Invera Wealth Advisors
Oregon
$1.3M
AWAP
1498
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.3M
BLC
1499
Brown, Lisle/Cummings
Rhode Island
$1.3M
WIM
1500
Westside Investment Management
California
$1.29M