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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
SIP
1251
Stoneridge Investment Partners
Pennsylvania
$1.97M
CA
1252
CSM Advisors
Pennsylvania
$1.97M
CPA
1253
Cardiff Park Advisors
California
$1.97M
CVA
1254
Central Valley Advisors
California
$1.97M
PA
1255
Procyon Advisors
Connecticut
$1.96M
AB
1256
Atlas Brown
Kentucky
$1.96M
KTC
1257
Kentucky Trust Company
Kentucky
$1.96M
SG
1258
StoneX Group
New York
$1.95M
CPIG
1259
Chicago Partners Investment Group
Illinois
$1.95M
UOTTAIMCU
1260
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.94M
Koshinski Asset Management
1261
Koshinski Asset Management
Illinois
$1.94M
HAG
1262
HF Advisory Group
Maryland
$1.93M
DC
1263
DeDora Capital
California
$1.93M
KC
1264
Karras Company
Utah
$1.92M
NP
1265
Nilsine Partners
Colorado
$1.91M
BSB
1266
Bangor Savings Bank
Maine
$1.89M
GA
1267
GraniteShares Advisors
New York
$1.89M
SWMG
1268
Signature Wealth Management Group
Georgia
$1.89M
QI
1269
Qtron Investments
Massachusetts
$1.89M
FMB
1270
Field & Main Bank
Kentucky
$1.89M
SW
1271
SteelPeak Wealth
California
$1.88M
NAS
1272
Nicolet Advisory Services
Wisconsin
$1.88M
VFA
1273
Voya Financial Advisors
Connecticut
$1.88M
WETS
1274
Wealth Enhancement Trust Services
South Dakota
$1.88M
TAP
1275
Tounjian Advisory Partners
Florida
$1.87M