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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
AA
1651
Alta Advisers
United Kingdom
$972K
AGAM
1652
AK Global Asset Management
California
$971K
MCA
1653
Magnolia Capital Advisors
Mississippi
$969K
SC
1654
Sierra Capital
Florida
$966K
MBT
1655
Montecito Bank & Trust
California
$965K
MFG
1656
Mainsail Financial Group
Washington
$964K
HTI
1657
Hikari Tsushin Inc
Japan
$963K
SPF
1658
South Plains Financial
Texas
$962K
AWAU
1659
Alliance Wealth Advisors (Utah)
Utah
$958K
FMTC
1660
Farmers & Merchants Trust Company
California
$957K
MA
1661
Montag & Associates
Georgia
$956K
CMTU
1662
Capital Markets Trading (UK)
United Kingdom
$956K
SSWM
1663
Strait & Sound Wealth Management
California
$954K
OPW
1664
Oxler Private Wealth
New York
$953K
CCA
1665
Corps Capital Advisors
Texas
$952K
GLA
1666
Great Lakes Advisors
Illinois
$951K
NICM
1667
Neo Ivy Capital Management
New York
$949K
MAG
1668
Meadowbrook Advisors Group
New Jersey
$945K
TPI
1669
Trust Point Inc
Wisconsin
$944K
IIC
1670
Integrated Investment Consultants
Michigan
$943K
FCBT
1671
First Citizens Bank & Trust
North Carolina
$940K
FUBT
1672
First United Bank & Trust
Maryland
$937K
DCU
1673
Dara Capital US
Florida
$934K
NDBT
1674
North Dallas Bank & Trust
Texas
$932K
SCA
1675
STALEY CAPITAL ADVISERS
Pennsylvania
$930K