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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
Boston Partners
926
Boston Partners
Massachusetts
$4.31M
AWM
927
Avior Wealth Management
Nebraska
$4.3M
ANTB
928
AMG National Trust Bank
Colorado
$4.3M
ACM
929
Aljian Capital Management
Nevada
$4.29M
OAM
930
Ostrum Asset Management
France
$4.24M
CF
931
Centaurus Financial
California
$4.23M
Twin Tree Management
932
Twin Tree Management
Texas
$4.22M
SC
933
Sepio Capital
Utah
$4.22M
AFA
934
Arlington Financial Advisors
California
$4.22M
GI
935
GAMMA Investing
California
$4.21M
MAS
936
Meeder Advisory Services
Ohio
$4.19M
MIC
937
Means Investment Company
Maine
$4.17M
HIM
938
Hillsdale Investment Management
Ontario, Canada
$4.16M
CCM
939
Condor Capital Management
New Jersey
$4.16M
GMFG
940
Greater Midwest Financial Group
Minnesota
$4.16M
SCM
941
Sterling Capital Management
North Carolina
$4.15M
GMA
942
Glassy Mountain Advisors
Maryland
$4.15M
SAI
943
Systematic Alpha Investments
New Jersey
$4.14M
SC
944
SouthState Corp
Florida
$4.14M
PGFC
945
Peapack-Gladstone Financial Corp
New Jersey
$4.13M
MA
946
Modus Advisors
Minnesota
$4.12M
AF
947
Arrow Financial
New York
$4.12M
HW
948
Hancock Whitney
Mississippi
$4.1M
DLCIG
949
D.L. Carlson Investment Group
New Hampshire
$4.08M
QCG
950
Quadrant Capital Group
Ohio
$4.05M