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Salesforce

2,906 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, 1,225 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,906 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,906
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
MIFH
1826
Migdal Insurance & Financial Holdings
Israel
$705K
RGC
1827
Roberts, Glore & Co
Illinois
$701K
CCA
1828
Coign Capital Advisors
Utah
$701K
MSWM
1829
McGlone Suttner Wealth Management
Wisconsin
$700K
SNB
1830
Security National Bank
Nebraska
$699K
SOS
1831
Silver Oak Securities
Tennessee
$698K
DS
1832
DRW Securities
Illinois
$698K
W
1833
WealthCollab
Washington
$698K
RFN
1834
Redwood Financial Network
Ohio
$698K
HIF
1835
Hill Island Financial
Michigan
$697K
SB
1836
Sunflower Bank
Texas
$696K
CWP
1837
Cyndeo Wealth Partners
Florida
$694K
MFA
1838
Mayflower Financial Advisors
Massachusetts
$691K
PCG
1839
PFC Capital Group
California
$691K
CSA
1840
Cornerstone Select Advisors
Missouri
$691K
TP
1841
Tranquility Partners
Tennessee
$690K
UFA
1842
Unify Financial Advisors
Florida
$689K
AT
1843
Avalon Trust
New Mexico
$687K
AC
1844
Avory & Company
Florida
$687K
CA
1845
Crumly & Associates
Illinois
$685K
Polen Capital Management
1846
Polen Capital Management
Florida
$684K
CPW
1847
Catalyst Private Wealth
California
$683K
BA
1848
Bridgewater Advisors
New York
$681K
MMG
1849
Monetary Management Group
Missouri
$681K
VDC
1850
Van Diest Capital
Iowa
$678K