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Salesforce

2,901 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 379 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: 2,7912,901 (+110)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,901
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
LAM
1526
L2 Asset Management
Massachusetts
$1.23M
GWANC
1527
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.23M
GITFIT
1528
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.23M
EB
1529
Emprise Bank
Kansas
$1.23M
RAM
1530
Redmond Asset Management
Virginia
$1.22M
CC
1531
Centiva Capital
New York
$1.22M
BAM
1532
Bosun Asset Management
Illinois
$1.22M
CFD
1533
Creative Financial Designs
Indiana
$1.22M
BWP
1534
BSW Wealth Partners
Colorado
$1.22M
IAIM
1535
International Assets Investment Management
Florida
$1.22M
PL
1536
Plancorp LLC
Missouri
$1.21M
MLL
1537
Moody Lynn & Lieberson
Massachusetts
$1.21M
GLAM
1538
Gardner Lewis Asset Management
Pennsylvania
$1.21M
WIM
1539
Wiregrass Investment Management
Georgia
$1.21M
PA
1540
PFG Advisors
Arizona
$1.21M
MC
1541
Matters Capital
Florida
$1.21M
KFI
1542
Key Financial Inc
Pennsylvania
$1.2M
DFG
1543
Demars Financial Group
Washington
$1.2M
NRC
1544
New Republic Capital
North Carolina
$1.2M
BOM
1545
Bank of Marin
California
$1.2M
BF
1546
bLong Financial
Tennessee
$1.19M
QLSGSCF
1547
Quent Long Short Global Small Cap Fund
New York
$1.19M
DP
1548
Dearborn Partners
Illinois
$1.18M
STS
1549
SG Trading Solutions
Utah
$1.18M
CFA
1550
Churchill Financial Advisors
Kentucky
$1.18M