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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
CB
1601
Cadence Bank
Mississippi
$1.09M
FAM
1602
Formidable Asset Management
Ohio
$1.08M
BIM
1603
Bridges Investment Management
Nebraska
$1.08M
SGAM
1604
Smith Group Asset Management
Texas
$1.08M
NF
1605
Nvest Financial
New Hampshire
$1.08M
FNA
1606
First National Advisers
Nebraska
$1.07M
AI
1607
Arvest Investments
Arkansas
$1.07M
CFMC
1608
Curbstone Financial Management Corp
New Hampshire
$1.07M
AA
1609
Advisory Alpha
Michigan
$1.07M
CSPIA
1610
Cary Street Partners Investment Advisory
Virginia
$1.07M
NSIM
1611
North Star Investment Management
Illinois
$1.07M
OWP
1612
Obermeyer Wealth Partners
Colorado
$1.06M
LAM
1613
LOM Asset Management
$1.06M
OWA
1614
Octavia Wealth Advisors
Ohio
$1.06M
VBCG
1615
Valley Brook Capital Group
Pennsylvania
$1.06M
PCM
1616
Princeton Capital Management
New Jersey
$1.06M
SIC
1617
Salem Investment Counselors
North Carolina
$1.06M
TGAM
1618
TBH Global Asset Management
Tennessee
$1.05M
XF
1619
XML Financial
Maryland
$1.05M
AWM
1620
Aprio Wealth Management
Georgia
$1.05M
PCM
1621
Prelude Capital Management
New York
$1.05M
AF
1622
Aldebaran Financial
$1.05M
MYLI
1623
Meiji Yasuda Life Insurance
Japan
$1.04M
DCM
1624
Dudley Capital Management
Virginia
$1.04M
GWS
1625
Greykasell Wealth Strategies
California
$1.04M