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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: $

7.13% more ownership

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

4% more funds holding

Funds holding: 2,7932,907 (+114)

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
OC
2601
Oakworth Capital
Alabama
$202K
SA
2602
Strategic Advocates
Utah
$201K
TCM
2603
Tufton Capital Management
Maryland
$201K
EFA
2604
Evernest Financial Advisors
Indiana
$201K
VP
2605
Verum Partners
North Carolina
$201K
WMA
2606
Wealth Management Associates
New Jersey
$201K
C
2607
Covestor
United Kingdom
$200K
TSMHT
2608
Thurston Springer Miller Herd & Titak
Indiana
$199K
MSWM
2609
Mowery & Schoenfeld Wealth Management
Illinois
$197K
FRA
2610
Front Row Advisors
California
$191K
OP
2611
ORG Partners
Indiana
$189K
FCAS
2612
First Command Advisory Services
Texas
$187K
KBFS
2613
Kohmann Bosshard Financial Services
Ohio
$183K
DCBT
2614
Dakota Community Bank & Trust
North Dakota
$183K
PB
2615
Prosperity Bancshares
Texas
$181K
TWM
2616
Tripletail Wealth Management
Florida
$181K
BCM
2617
Blume Capital Management
California
$179K
DMBA
2618
Deseret Mutual Benefit Administrators
Utah
$176K
OA
2619
Operose Advisors
Wisconsin
$168K
HWP
2620
Highline Wealth Partners
California
$167K
CHC
2621
City Holding Co
West Virginia
$166K
FDW
2622
Fourth Dimension Wealth
Ohio
$165K
HDIM
2623
Hanson & Doremus Investment Management
Vermont
$163K
SGK
2624
Steigerwald Gordon & Koch
Virginia
$162K
Cohen & Steers
2625
Cohen & Steers
New York
$159K