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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
AFC
2701
Ares Financial Consulting
California
$66.8K
IUHSA
2702
Itau Unibanco Holding S.A.
Brazil
$64.9K
FCMT
2703
Founders Capital Management (Texas)
Texas
$62.5K
WC
2704
Westwind Capital
New Mexico
$61K
UIA
2705
Ulland Investment Advisors
Minnesota
$60K
CFS
2706
CGC Financial Services
Oregon
$59.1K
PMFA
2707
Plante Moran Financial Advisors
Michigan
$58.9K
NWMP
2708
Noble Wealth Management PBC
Colorado
$57.8K
TCM
2709
TD Capital Management
Tennessee
$56.2K
SC
2710
Swan Capital
Florida
$55.7K
S
2711
Sachetta
Massachusetts
$55.1K
ME
2712
McIlrath & Eck
Washington
$54.4K
HHMI
2713
Howard Hughes Medical Institute
Maryland
$54.3K
MIM
2714
MTM Investment Management
South Carolina
$53.8K
T
2715
Tidemark
California
$53K
CIAS
2716
CBIZ Investment Advisory Services
Ohio
$52.8K
PWA
2717
Provenance Wealth Advisors
Florida
$52.5K
BTC
2718
Bank & Trust Company
Illinois
$50.3K
PCFFS
2719
Pacific Center for Financial Services
California
$50K
GCM
2720
Gables Capital Management
Florida
$47.9K
USB
2721
Union Savings Bank
Connecticut
$47.2K
BGAI
2722
Bruce G. Allen Investments
Colorado
$46.4K
DCM
2723
Disciplina Capital Management
Tennessee
$46.3K
PWMG
2724
Prestige Wealth Management Group
New Jersey
$46.2K
RWM
2725
RMG Wealth Management
Wisconsin
$44.6K