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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
JWM
2351
JGP Wealth Management
Oregon
$300K
A
2352
Argentarii
Ohio
$299K
FCT
2353
First Community Trust
Iowa
$299K
FAM
2354
Forte Asset Management
New York
$298K
KFC
2355
Klingenstein Fields & Co
New York
$298K
WPA
2356
Wealth Preservation Advisors
Tennessee
$297K
RTC
2357
Real Talk Capital
Tennessee
$297K
JC
2358
JB Capital
Connecticut
$297K
GS
2359
GWN Securities
Florida
$296K
PCH
2360
PGIM Custom Harvest
New Jersey
$296K
EV
2361
EJMK Ventures
Illinois
$296K
FOA
2362
Five Oceans Advisors
California
$295K
SYBT
2363
Stock Yards Bank & Trust
Kentucky
$294K
NFA
2364
Northern Financial Advisors
Michigan
$294K
ITIM
2365
Indiana Trust & Investment Management
Indiana
$294K
SCM
2366
SOL Capital Management
Maryland
$293K
FNWM
2367
Financial Network Wealth Management
Utah
$293K
E
2368
Entelevest
Florida
$293K
WE
2369
Wealth Effects
Massachusetts
$293K
GCP
2370
GSA Capital Partners
United Kingdom
$292K
GA
2371
GSG Advisors
New Jersey
$292K
SAA
2372
Southeast Asset Advisors
Georgia
$291K
GCP
2373
Gill Capital Partners
Colorado
$290K
GHA
2374
Granite Harbor Advisors
Texas
$290K
MWM
2375
Momentous Wealth Management
Washington
$289K