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Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,078 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,905 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,905
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
TC
2301
Truvestments Capital
Florida
$323K
EWM
2302
Elevation Wealth Management
Minnesota
$322K
SWA
2303
Serenus Wealth Advisors
California
$322K
TW
2304
Titan Wealth
$322K
SC
2305
Solstein Capital
California
$322K
WJWM
2306
Williams Jones Wealth Management
New York
$321K
SAM
2307
Summit Asset Management
Tennessee
$321K
PCM
2308
Palisade Capital Management
New Jersey
$320K
HB
2309
Horizon Bancorp
Indiana
$320K
E
2310
Evansbrook
Illinois
$319K
MMCM
2311
Murphy & Mullick Capital Management
New York
$318K
RB
2312
Rodgers Brothers
Pennsylvania
$318K
LSV Asset Management
2313
LSV Asset Management
Illinois
$318K
KFS
2314
Kurt F. Somerville
$316K
AI
2315
Accredited Investors
Minnesota
$316K
SMC
2316
Smith, Moore & Co
Missouri
$315K
CH
2317
Canton Hathaway
Rhode Island
$315K
HL
2318
HeadInvest LLC
Maine
$314K
AGC
2319
Aspen Grove Capital
Colorado
$314K
TWP
2320
Triad Wealth Partners
Kansas
$314K
PWAM
2321
Pinnacle West Asset Management
Wyoming
$314K
MJP
2322
Michael J. Puzo
$314K
OWM
2323
OneAscent Wealth Management
Alabama
$313K
AF
2324
Apollon Financial
South Carolina
$312K
IA
2325
IFC Advisors
California
$312K