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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
JHCP
951
Jackson Hole Capital Partners
Oklahoma
$4.05M
FIB
952
First Interstate Bank
Montana
$4.04M
SCM
953
Stevens Capital Management
Pennsylvania
$4.02M
ES
954
Eagle Strategies
New York
$3.98M
KSCM
955
Kamunting Street Capital Management
Florida
$3.97M
FFA
956
Fragasso Financial Advisors
Pennsylvania
$3.96M
B
957
Bailard
California
$3.95M
BDL
958
Bey-Douglas LLC
Georgia
$3.95M
MMA
959
Miracle Mile Advisors
California
$3.95M
MWM
960
Mission Wealth Management
California
$3.95M
SCP
961
Sandhill Capital Partners
New York
$3.94M
WAOTB
962
Wealth Advisors of Tampa Bay
Florida
$3.94M
NB
963
NBT Bank
New York
$3.91M
HZ
964
Hixon Zuercher
Ohio
$3.9M
WMA
965
West Michigan Advisors
Michigan
$3.87M
CT
966
Caldwell Trust
Florida
$3.86M
BIG
967
Brooklyn Investment Group
New York
$3.86M
WP
968
WealthShield Partners
North Carolina
$3.85M
WIC
969
Woodmont Investment Counsel
Tennessee
$3.85M
CM
970
Corvex Management
New York
$3.84M
TCOT
971
Trust Company of Toledo
Ohio
$3.83M
SSWM
972
Smith Salley Wealth Management
North Carolina
$3.82M
FAB
973
First American Bank
Illinois
$3.82M
O
974
Ossiam
France
$3.81M
CCWM
975
Correct Capital Wealth Management
Missouri
$3.81M