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Salesforce

2,899 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 377 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: 2,7912,899 (+108)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,899
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
TSMHT
2601
Thurston Springer Miller Herd & Titak
Indiana
$199K
MSWM
2602
Mowery & Schoenfeld Wealth Management
Illinois
$197K
FRA
2603
Front Row Advisors
California
$191K
OP
2604
ORG Partners
Indiana
$189K
FCAS
2605
First Command Advisory Services
Texas
$187K
KBFS
2606
Kohmann Bosshard Financial Services
Ohio
$183K
DCBT
2607
Dakota Community Bank & Trust
North Dakota
$183K
PB
2608
Prosperity Bancshares
Texas
$181K
TWM
2609
Tripletail Wealth Management
Florida
$181K
BCM
2610
Blume Capital Management
California
$179K
DMBA
2611
Deseret Mutual Benefit Administrators
Utah
$176K
OA
2612
Operose Advisors
Wisconsin
$168K
HWP
2613
Highline Wealth Partners
California
$167K
CHC
2614
City Holding Co
West Virginia
$166K
FDW
2615
Fourth Dimension Wealth
Ohio
$165K
HDIM
2616
Hanson & Doremus Investment Management
Vermont
$163K
SGK
2617
Steigerwald Gordon & Koch
Virginia
$162K
Cohen & Steers
2618
Cohen & Steers
New York
$159K
GC
2619
Globeflex Capital
California
$159K
SFG
2620
Strive Financial Group
Indiana
$158K
PAG
2621
Paladin Advisory Group
Iowa
$156K
TFA
2622
Transamerica Financial Advisors
Florida
$154K
SOW
2623
State of Wyoming
Wyoming
$153K
SN
2624
Sittner & Nelson
Oregon
$151K
TF
2625
Tompkins Financial
New York
$146K