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Salesforce

2,907 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 increasing their positions, 1,226 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: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7932,907 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,907
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
PCS
1626
Personal CFO Solutions
New Jersey
$1.03M
OCM
1627
Orion Capital Management
California
$1.03M
WF
1628
WinCap Financial
Massachusetts
$1.02M
OM
1629
OV Management
Minnesota
$1.02M
SIG
1630
Sky Investment Group
Connecticut
$1.02M
IPAM
1631
Investment Partners Asset Management
New Jersey
$1.02M
SIG
1632
Sargent Investment Group
Maryland
$1.02M
BO
1633
Bank OZK
Arkansas
$1.02M
LCM
1634
LCM Capital Management
Illinois
$1.01M
PNFSL
1635
PW Nova Financial Services LLC
Pennsylvania
$1.01M
WFAG
1636
Worth Financial Advisory Group
North Carolina
$1.01M
DWAM
1637
Duncan Williams Asset Management
Tennessee
$1.01M
SW
1638
Simplicity Wealth
New Jersey
$1.01M
BCM
1639
BTC Capital Management
Iowa
$1.01M
M1FG
1640
Mach-1 Financial Group
Arkansas
$1.01M
MNA
1641
Manning & Napier Advisors
New York
$1.01M
EL
1642
Essex LLC
Illinois
$1.01M
KA
1643
Klingman & Associates
New York
$1M
SCP
1644
Sivia Capital Partners
California
$1M
CS
1645
Crescent Sterling
Louisiana
$1,000K
HCM
1646
Howland Capital Management
Massachusetts
$999K
HHCP
1647
Hilton Head Capital Partners
South Carolina
$997K
CBTWT
1648
Community Bank & Trust (Waco, Texas)
Texas
$993K
RRAL
1649
RED REEF ADVISORS LLC
Florida
$992K
CIG
1650
Cascade Investment Group
Colorado
$980K