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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
BZWA
651
Blue Zone Wealth Advisors
California
$10.2M
FMI
652
Factory Mutual Insurance
Massachusetts
$10.1M
AAS
653
Annex Advisory Services
Wisconsin
$10.1M
IB
654
Iyo Bank
Japan
$10.1M
AMI
655
Amica Mutual Insurance
Rhode Island
$10.1M
MAM
656
Mark Asset Management
New York
$10.1M
EI
657
EFG International
$10.1M
JC
658
Jacobs & Co
California
$10.1M
WWA
659
WCG Wealth Advisors
Nevada
$10M
ALMGDA
660
AG2R La Mondiale Gestion d'Actifs
France
$10M
MWM
661
Moran Wealth Management
Florida
$10M
ACIM
662
Azimuth Capital Investment Management
Michigan
$10M
MC
663
Moors & Cabot
Massachusetts
$10M
AFG
664
Albion Financial Group
Utah
$9.97M
CCM
665
Compass Capital Management
Minnesota
$9.96M
SB
666
Simmons Bank
Arkansas
$9.89M
ZDA
667
Zweig-DiMenna Associates
New York
$9.87M
CWM
668
CMH Wealth Management
New Hampshire
$9.87M
DWM
669
Dakota Wealth Management
Florida
$9.85M
MOS
670
MGO One Seven
Ohio
$9.85M
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$9.76M
CA
672
Callahan Advisors
Texas
$9.71M
BFG
673
Bleakley Financial Group
New Jersey
$9.68M
FFA
674
Farther Finance Advisors
California
$9.66M
MK
675
MASTERINVEST Kapitalanlage
$9.66M