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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
MKA
851
M. Kulyk & Associates
Georgia
$5.55M
RCM
852
RB Capital Management
Nevada
$5.51M
GSEP
853
Golden State Equity Partners
California
$5.48M
OHIS
854
Oak Harvest Investment Services
Texas
$5.45M
CI
855
Ceera Investments
Texas
$5.43M
GM
856
GeoWealth Management
Illinois
$5.42M
BIAS
857
Beacon Investment Advisory Services
New Jersey
$5.39M
MWA
858
Meridian Wealth Advisors
Texas
$5.38M
NGA
859
Naples Global Advisors
Florida
$5.38M
QIM
860
Quantitative Investment Management
Virginia
$5.37M
YIA
861
YHB Investment Advisors
Connecticut
$5.36M
CAU
862
Caxton Associates (UK)
$5.34M
PFU
863
Parus Finance (UK)
United Kingdom
$5.33M
FFBTD
864
First Financial Bank - Trust Division
Ohio
$5.3M
CI
865
Conning Inc
Connecticut
$5.29M
BIP
866
Bouvel Investment Partners
Pennsylvania
$5.27M
CAL
867
Capital Analysts LLC
Pennsylvania
$5.26M
IFG
868
Independent Financial Group
California
$5.23M
SCP
869
Stamos Capital Partners
California
$5.23M
PIA
870
Petredis Investment Advisors
Pennsylvania
$5.23M
HCM
871
Hudson Capital Management
New Jersey
$5.23M
GXJ
872
Global X Japan
Japan
$5.22M
FC
873
FORA Capital
Florida
$5.18M
AA
874
ALPS Advisors
Colorado
$5.18M
CIG
875
Consolidated Investment Group
Colorado
$5.12M