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Salesforce

2,900 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 378 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: 2,7912,900 (+109)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,900
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
BIAS
851
Beacon Investment Advisory Services
New Jersey
$5.39M
MWA
852
Meridian Wealth Advisors
Texas
$5.38M
NGA
853
Naples Global Advisors
Florida
$5.38M
QIM
854
Quantitative Investment Management
Virginia
$5.37M
YIA
855
YHB Investment Advisors
Connecticut
$5.36M
CAU
856
Caxton Associates (UK)
$5.34M
PFU
857
Parus Finance (UK)
United Kingdom
$5.33M
FFBTD
858
First Financial Bank - Trust Division
Ohio
$5.3M
CI
859
Conning Inc
Connecticut
$5.29M
BIP
860
Bouvel Investment Partners
Pennsylvania
$5.27M
CAL
861
Capital Analysts LLC
Pennsylvania
$5.26M
SCP
862
Stamos Capital Partners
California
$5.23M
PIA
863
Petredis Investment Advisors
Pennsylvania
$5.23M
HCM
864
Hudson Capital Management
New Jersey
$5.23M
GXJ
865
Global X Japan
Japan
$5.22M
FC
866
FORA Capital
Florida
$5.18M
AA
867
ALPS Advisors
Colorado
$5.18M
CIG
868
Consolidated Investment Group
Colorado
$5.12M
SC
869
Sawyer & Company
Massachusetts
$5.11M
SS
870
SBI Securities
Japan
$5.08M
DWM
871
Diversify Wealth Management
Utah
$5.07M
TCCM
872
Timber Creek Capital Management
Massachusetts
$5.06M
EIM
873
Essex Investment Management
Massachusetts
$5.05M
AG
874
AlTi Global
New York
$5.05M
WPC
875
Wedmont Private Capital
Pennsylvania
$5.05M