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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
MAM
651
Mark Asset Management
New York
$10.1M
EI
652
EFG International
$10.1M
JC
653
Jacobs & Co
California
$10.1M
WWA
654
WCG Wealth Advisors
Nevada
$10M
ALMGDA
655
AG2R La Mondiale Gestion d'Actifs
France
$10M
MWM
656
Moran Wealth Management
Florida
$10M
ACIM
657
Azimuth Capital Investment Management
Michigan
$10M
MC
658
Moors & Cabot
Massachusetts
$10M
AFG
659
Albion Financial Group
Utah
$9.97M
CCM
660
Compass Capital Management
Minnesota
$9.96M
SB
661
Simmons Bank
Arkansas
$9.89M
ZDA
662
Zweig-DiMenna Associates
New York
$9.87M
CWM
663
CMH Wealth Management
New Hampshire
$9.87M
DWM
664
Dakota Wealth Management
Florida
$9.85M
MOS
665
MGO One Seven
Ohio
$9.85M
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$9.76M
CA
667
Callahan Advisors
Texas
$9.71M
BFG
668
Bleakley Financial Group
New Jersey
$9.68M
FFA
669
Farther Finance Advisors
California
$9.66M
MK
670
MASTERINVEST Kapitalanlage
$9.66M
AAB
671
ABN AMRO Bank
Netherlands
$9.64M
GVAG
672
Great Valley Advisor Group
Delaware
$9.62M
LFAS
673
Level Four Advisory Services
Texas
$9.58M
PIM
674
Plato Investment Management
Australia
$9.52M
LFG
675
Lazard Frères Gestion
France
$9.5M