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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
FAM
1601
Formidable Asset Management
Ohio
$1.08M
BIM
1602
Bridges Investment Management
Nebraska
$1.08M
SGAM
1603
Smith Group Asset Management
Texas
$1.08M
NF
1604
Nvest Financial
New Hampshire
$1.08M
FNA
1605
First National Advisers
Nebraska
$1.07M
AI
1606
Arvest Investments
Arkansas
$1.07M
CFMC
1607
Curbstone Financial Management Corp
New Hampshire
$1.07M
AA
1608
Advisory Alpha
Michigan
$1.07M
CSPIA
1609
Cary Street Partners Investment Advisory
Virginia
$1.07M
NSIM
1610
North Star Investment Management
Illinois
$1.07M
OWP
1611
Obermeyer Wealth Partners
Colorado
$1.06M
LAM
1612
LOM Asset Management
$1.06M
OWA
1613
Octavia Wealth Advisors
Ohio
$1.06M
VBCG
1614
Valley Brook Capital Group
Pennsylvania
$1.06M
PCM
1615
Princeton Capital Management
New Jersey
$1.06M
SIC
1616
Salem Investment Counselors
North Carolina
$1.06M
TGAM
1617
TBH Global Asset Management
Tennessee
$1.05M
XF
1618
XML Financial
Maryland
$1.05M
AWM
1619
Aprio Wealth Management
Georgia
$1.05M
PCM
1620
Prelude Capital Management
New York
$1.05M
AF
1621
Aldebaran Financial
$1.05M
MYLI
1622
Meiji Yasuda Life Insurance
Japan
$1.04M
DCM
1623
Dudley Capital Management
Virginia
$1.04M
GWS
1624
Greykasell Wealth Strategies
California
$1.04M
CBT
1625
Central Bank & Trust
Kentucky
$1.03M