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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
WJWM
2301
Williams Jones Wealth Management
New York
$321K
SAM
2302
Summit Asset Management
Tennessee
$321K
PCM
2303
Palisade Capital Management
New Jersey
$320K
HB
2304
Horizon Bancorp
Indiana
$320K
E
2305
Evansbrook
Illinois
$319K
MMCM
2306
Murphy & Mullick Capital Management
New York
$318K
RB
2307
Rodgers Brothers
Pennsylvania
$318K
LSV Asset Management
2308
LSV Asset Management
Illinois
$318K
KFS
2309
Kurt F. Somerville
$316K
AI
2310
Accredited Investors
Minnesota
$316K
SMC
2311
Smith, Moore & Co
Missouri
$315K
CH
2312
Canton Hathaway
Rhode Island
$315K
HL
2313
HeadInvest LLC
Maine
$314K
AGC
2314
Aspen Grove Capital
Colorado
$314K
TWP
2315
Triad Wealth Partners
Kansas
$314K
PWAM
2316
Pinnacle West Asset Management
Wyoming
$314K
MJP
2317
Michael J. Puzo
$314K
OWM
2318
OneAscent Wealth Management
Alabama
$313K
AF
2319
Apollon Financial
South Carolina
$312K
IA
2320
IFC Advisors
California
$312K
DF
2321
Dunhill Financial
United Kingdom
$311K
CL
2322
CSS LLC
Illinois
$310K
MWM
2323
Mattern Wealth Management
Kansas
$310K
PAG
2324
Powers Advisory Group
Illinois
$309K
EHC
2325
Everett Harris & Co
California
$309K