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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
MHR
2701
Matthew Hamilton Rosenberg
$68.6K
TWD
2702
True Wealth Design
Ohio
$68.6K
AFC
2703
Ares Financial Consulting
California
$66.8K
IUHSA
2704
Itau Unibanco Holding S.A.
Brazil
$64.9K
FCMT
2705
Founders Capital Management (Texas)
Texas
$62.5K
WC
2706
Westwind Capital
New Mexico
$61K
UIA
2707
Ulland Investment Advisors
Minnesota
$60K
CFS
2708
CGC Financial Services
Oregon
$59.1K
PMFA
2709
Plante Moran Financial Advisors
Michigan
$58.9K
NWMP
2710
Noble Wealth Management PBC
Colorado
$57.8K
TCM
2711
TD Capital Management
Tennessee
$56.2K
SC
2712
Swan Capital
Florida
$55.7K
S
2713
Sachetta
Massachusetts
$55.1K
ME
2714
McIlrath & Eck
Washington
$54.4K
HHMI
2715
Howard Hughes Medical Institute
Maryland
$54.3K
MIM
2716
MTM Investment Management
South Carolina
$53.8K
T
2717
Tidemark
California
$53K
CIAS
2718
CBIZ Investment Advisory Services
Ohio
$52.8K
PWA
2719
Provenance Wealth Advisors
Florida
$52.5K
BTC
2720
Bank & Trust Company
Illinois
$50.3K
PCFFS
2721
Pacific Center for Financial Services
California
$50K
GCM
2722
Gables Capital Management
Florida
$47.9K
USB
2723
Union Savings Bank
Connecticut
$47.2K
BGAI
2724
Bruce G. Allen Investments
Colorado
$46.4K
DCM
2725
Disciplina Capital Management
Tennessee
$46.3K