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Salesforce

2,909 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,227 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: $

7.13% more ownership

Funds ownership: 79.52%86.65% (+7.1%)

4% more funds holding

Funds holding: 2,7942,909 (+115)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,227

Holders
2,909
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
WF
1176
Welch & Forbes
Massachusetts
$2.37M
CGL
1177
Clarius Group LLC
Washington
$2.36M
YDMI
1178
Y.D. More Investments
Israel
$2.35M
SA
1179
Sovran Advisors
California
$2.34M
TFA
1180
Teamwork Financial Advisors
Texas
$2.3M
VWM
1181
Venturi Wealth Management
Texas
$2.3M
HH
1182
Hilltop Holdings
Texas
$2.28M
HS
1183
HighVista Strategies
Massachusetts
$2.28M
NCM
1184
Nelson Capital Management
California
$2.27M
MNBTD
1185
Moody National Bank Trust Division
Texas
$2.27M
A
1186
AustralianSuper
Australia
$2.26M
WR
1187
WD Rutherford
Oregon
$2.26M
WA
1188
WP Advisors
California
$2.26M
AIP
1189
Ameritas Investment Partners
Nebraska
$2.26M
HG
1190
Herbst Group
Connecticut
$2.25M
APIM
1191
Agate Pass Investment Management
Washington
$2.25M
FFM
1192
Forum Financial Management
Illinois
$2.25M
CHAM
1193
Clear Harbor Asset Management
Connecticut
$2.25M
FFL
1194
Future Fund LLC
Illinois
$2.24M
TSWM
1195
Triangle Securities Wealth Management
North Carolina
$2.24M
CNC
1196
Citizens & Northern Corp
Pennsylvania
$2.24M
WSCM
1197
Wellington Shields Capital Management
New York
$2.24M
PH
1198
Pinnacle Holdings
Oklahoma
$2.24M
UB
1199
Umpqua Bank
Oregon
$2.23M
BHIA
1200
Birch Hill Investment Advisors
Massachusetts
$2.22M