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Salesforce

2,907 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 increasing their positions, 1,226 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: 79.52%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7942,907 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,907
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
SIAP
2351
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$300K
MWA
2352
Midland Wealth Advisors
Illinois
$300K
JWM
2353
JGP Wealth Management
Oregon
$300K
A
2354
Argentarii
Ohio
$299K
FCT
2355
First Community Trust
Iowa
$299K
FAM
2356
Forte Asset Management
New York
$298K
KFC
2357
Klingenstein Fields & Co
New York
$298K
WPA
2358
Wealth Preservation Advisors
Tennessee
$297K
RTC
2359
Real Talk Capital
Tennessee
$297K
JC
2360
JB Capital
Connecticut
$297K
GS
2361
GWN Securities
Florida
$296K
PCH
2362
PGIM Custom Harvest
New Jersey
$296K
EV
2363
EJMK Ventures
Illinois
$296K
FOA
2364
Five Oceans Advisors
California
$295K
SYBT
2365
Stock Yards Bank & Trust
Kentucky
$294K
NFA
2366
Northern Financial Advisors
Michigan
$294K
ITIM
2367
Indiana Trust & Investment Management
Indiana
$294K
SCM
2368
SOL Capital Management
Maryland
$293K
FNWM
2369
Financial Network Wealth Management
Utah
$293K
E
2370
Entelevest
Florida
$293K
WE
2371
Wealth Effects
Massachusetts
$293K
GCP
2372
GSA Capital Partners
United Kingdom
$292K
GA
2373
GSG Advisors
New Jersey
$292K
SAA
2374
Southeast Asset Advisors
Georgia
$291K
GCP
2375
Gill Capital Partners
Colorado
$290K