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