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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
SC
1451
Stance Capital
Massachusetts
$1.41M
PCG
1452
Prosperity Consulting Group
Maryland
$1.41M
CAM
1453
Carret Asset Management
New York
$1.41M
AFWM
1454
Arta Finance Wealth Management
California
$1.41M
PBT
1455
Pictet Bank & Trust
Bahamas
$1.41M
AIMCA
1456
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.4M
SACTSONJ
1457
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.39M
FCM
1458
Fire Capital Management
California
$1.39M
RAM
1459
Reflection Asset Management
South Carolina
$1.39M
PIM
1460
Penobscot Investment Management
Massachusetts
$1.39M
CPBTD
1461
Central Pacific Bank - Trust Division
Hawaii
$1.39M
PP
1462
PDS Planning
Ohio
$1.39M
KCM
1463
KRS Capital Management
Michigan
$1.38M
IWA
1464
Icon Wealth Advisors
Texas
$1.38M
BIA
1465
Beacon Investment Advisors
Maryland
$1.38M
Financial Engines Advisors
1466
Financial Engines Advisors
California
$1.38M
ATS
1467
Ashton Thomas Securities
New York
$1.37M
ICP
1468
Interchange Capital Partners
Pennsylvania
$1.37M
LCM
1469
Lazari Capital Management
California
$1.37M
V
1470
ViaWealth
Kansas
$1.37M
TAI
1471
Terra Alpha Investments
District of Columbia
$1.37M
SMA
1472
Sage Mountain Advisors
Georgia
$1.37M
PWP
1473
Perfromance Wealth Partners
Illinois
$1.36M
BB
1474
Berkshire Bank
Massachusetts
$1.36M
AFO
1475
Arrowroot Family Office
California
$1.36M