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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
CCA
1826
Coign Capital Advisors
Utah
$701K
MSWM
1827
McGlone Suttner Wealth Management
Wisconsin
$700K
SNB
1828
Security National Bank
Nebraska
$699K
SOS
1829
Silver Oak Securities
Tennessee
$698K
DS
1830
DRW Securities
Illinois
$698K
W
1831
WealthCollab
Washington
$698K
RFN
1832
Redwood Financial Network
Ohio
$698K
HIF
1833
Hill Island Financial
Michigan
$697K
SB
1834
Sunflower Bank
Texas
$696K
CWP
1835
Cyndeo Wealth Partners
Florida
$694K
MFA
1836
Mayflower Financial Advisors
Massachusetts
$691K
PCG
1837
PFC Capital Group
California
$691K
CSA
1838
Cornerstone Select Advisors
Missouri
$691K
TP
1839
Tranquility Partners
Tennessee
$690K
AT
1840
Avalon Trust
New Mexico
$687K
AC
1841
Avory & Company
Florida
$687K
CA
1842
Crumly & Associates
Illinois
$685K
Polen Capital Management
1843
Polen Capital Management
Florida
$684K
CPW
1844
Catalyst Private Wealth
California
$683K
BA
1845
Bridgewater Advisors
New York
$681K
MMG
1846
Monetary Management Group
Missouri
$681K
VDC
1847
Van Diest Capital
Iowa
$678K
WPC
1848
White Pine Capital
Minnesota
$678K
UAG
1849
United Advisor Group
Ohio
$672K
UWP
1850
Uniting Wealth Partners
Kansas
$672K