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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
BAM
1426
BOCHK Asset Management
Hong Kong
$1.45M
PMG
1427
ProVise Management Group
Florida
$1.45M
DFC
1428
DB Fitzpatrick & Co
Idaho
$1.45M
SW
1429
SVB Wealth
Massachusetts
$1.45M
AWMT
1430
AAFMAA Wealth Management & Trust
North Carolina
$1.45M
LAI
1431
Legal Advantage Investments
California
$1.44M
NFG
1432
Northbridge Financial Group
Florida
$1.44M
TTIC
1433
Tower Trust & Investment Company
Iowa
$1.44M
BB
1434
Bell Bank
North Dakota
$1.44M
EFS
1435
Essex Financial Services
Connecticut
$1.44M
NB
1436
Nicolet Bankshares
Wisconsin
$1.43M
GAM
1437
Grandview Asset Management
Pennsylvania
$1.43M
DFA
1438
Delta Financial Advisors
Louisiana
$1.43M
MCC
1439
Malaga Cove Capital
California
$1.43M
EW
1440
Elyxium Wealth
California
$1.43M
RBA
1441
Richard Bernstein Advisors
New York
$1.42M
RP
1442
Raelipskie Partnership
Ontario, Canada
$1.42M
GWM
1443
Gibbs Wealth Management
Georgia
$1.42M
AC
1444
Apella Capital
Connecticut
$1.42M
MCM
1445
Moore Capital Management
New York
$1.42M
LPAM
1446
Lodestar Private Asset Management
California
$1.42M
MIA
1447
MainStreet Investment Advisors
Illinois
$1.42M
SCA
1448
St. Clair Advisors
Ohio
$1.42M
B
1449
Birchbrook
Maine
$1.41M
JFGIW
1450
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M