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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
A
2376
Argentarii
Ohio
$299K
FCT
2377
First Community Trust
Iowa
$299K
FAM
2378
Forte Asset Management
New York
$298K
KFC
2379
Klingenstein Fields & Co
New York
$298K
WPA
2380
Wealth Preservation Advisors
Tennessee
$297K
RTC
2381
Real Talk Capital
Tennessee
$297K
JC
2382
JB Capital
Connecticut
$297K
GS
2383
GWN Securities
Florida
$296K
PCH
2384
PGIM Custom Harvest
New Jersey
$296K
EV
2385
EJMK Ventures
Illinois
$296K
FOA
2386
Five Oceans Advisors
California
$295K
SYBT
2387
Stock Yards Bank & Trust
Kentucky
$294K
NFA
2388
Northern Financial Advisors
Michigan
$294K
ITIM
2389
Indiana Trust & Investment Management
Indiana
$294K
FNWM
2390
Financial Network Wealth Management
Utah
$293K
SCM
2391
SOL Capital Management
Maryland
$293K
E
2392
Entelevest
Florida
$293K
WE
2393
Wealth Effects
Massachusetts
$293K
GCP
2394
GSA Capital Partners
United Kingdom
$292K
GA
2395
GSG Advisors
New Jersey
$292K
SAA
2396
Southeast Asset Advisors
Georgia
$291K
GCP
2397
Gill Capital Partners
Colorado
$290K
GHA
2398
Granite Harbor Advisors
Texas
$290K
MWM
2399
Momentous Wealth Management
Washington
$289K
MCM
2400
Mengis Capital Management
Oregon
$289K