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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
HBW
1776
Hazlett, Burt & Watson
West Virginia
$772K
HIC
1777
Holderness Investments Company
North Carolina
$771K
APW
1778
Aventura Private Wealth
Florida
$771K
MWM
1779
Modern Wealth Management
Kansas
$770K
NL
1780
NWAM LLC
Washington
$770K
MIC
1781
Meridian Investment Counsel
California
$770K
UCB
1782
United Community Bank
South Carolina
$769K
AWM
1783
Aries Wealth Management
Maine
$769K
RIG
1784
RiverFront Investment Group
Virginia
$767K
GAA
1785
Global Assets Advisory
Florida
$761K
FWA
1786
Flagship Wealth Advisors
Massachusetts
$760K
IIL
1787
Income Insurance Ltd
$760K
CTA
1788
Clear Trail Advisors
Texas
$759K
KC
1789
Knuff & Co
California
$759K
CA
1790
Claro Advisors
Massachusetts
$758K
RBC
1791
Romano Brothers & Co
Illinois
$758K
RC
1792
Rovin Capital
Arizona
$757K
OL
1793
Odyssean LLC
Connecticut
$757K
OL
1794
OneFund LLC
Florida
$756K
CNBTD
1795
Citizens National Bank Trust Department
Mississippi
$754K
SCI
1796
S&CO Inc
Massachusetts
$752K
GDP
1797
Great Diamond Partners
Maine
$752K
CA
1798
Carson Advisory
Georgia
$750K
FWA
1799
FSM Wealth Advisors
Ohio
$749K
YP
1800
YANKCOM Partnership
South Dakota
$748K