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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
MWM
1776
Modern Wealth Management
Kansas
$770K
NL
1777
NWAM LLC
Washington
$770K
MIC
1778
Meridian Investment Counsel
California
$770K
UCB
1779
United Community Bank
South Carolina
$769K
AWM
1780
Aries Wealth Management
Maine
$769K
RIG
1781
RiverFront Investment Group
Virginia
$767K
GAA
1782
Global Assets Advisory
Florida
$761K
FWA
1783
Flagship Wealth Advisors
Massachusetts
$760K
IIL
1784
Income Insurance Ltd
$760K
CTA
1785
Clear Trail Advisors
Texas
$759K
KC
1786
Knuff & Co
California
$759K
CA
1787
Claro Advisors
Massachusetts
$758K
RBC
1788
Romano Brothers & Co
Illinois
$758K
RC
1789
Rovin Capital
Arizona
$757K
OL
1790
Odyssean LLC
Connecticut
$757K
OL
1791
OneFund LLC
Florida
$756K
CNBTD
1792
Citizens National Bank Trust Department
Mississippi
$754K
SCI
1793
S&CO Inc
Massachusetts
$752K
GDP
1794
Great Diamond Partners
Maine
$752K
CA
1795
Carson Advisory
Georgia
$750K
FWA
1796
FSM Wealth Advisors
Ohio
$749K
YP
1797
YANKCOM Partnership
South Dakota
$748K
TAA
1798
TB Alternative Assets
Cayman Islands
$745K
MQWP
1799
Morey & Quinn Wealth Partners
Nebraska
$744K
CCM
1800
Capstone Capital Management
$744K