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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
WPC
1851
White Pine Capital
Minnesota
$678K
UAG
1852
United Advisor Group
Ohio
$672K
UWP
1853
Uniting Wealth Partners
Kansas
$672K
EA
1854
Everpar Advisors
Oklahoma
$670K
TPWA
1855
Twin Peaks Wealth Advisors
California
$669K
GCC
1856
Game Creek Capital
Massachusetts
$669K
CT
1857
Clearstead Trust
Maine
$667K
AO
1858
Advisor OS
Illinois
$665K
WCA
1859
Westover Capital Advisors
Delaware
$665K
MIM
1860
Moseley Investment Management
Florida
$663K
SPM
1861
Symmetry Peak Management
Pennsylvania
$662K
CUAMC
1862
China Universal Asset Management Company
China
$658K
FFO
1863
Fiduciary Family Office
Florida
$656K
GCM
1864
Gallacher Capital Management
Colorado
$656K
TNA
1865
True North Advisors
Texas
$656K
BWM
1866
BankPlus Wealth Management
Mississippi
$656K
MEG
1867
Millstone Evans Group
Colorado
$654K
KCIC
1868
Kuhn & Co Investment Counsel
Illinois
$654K
AIM
1869
Advyzon Investment Management
Illinois
$653K
BOJHT
1870
Bank of Jackson Hole Trust
Wyoming
$652K
FWP
1871
FAS Wealth Partners
Kansas
$650K
BWM
1872
Baron Wealth Management
Michigan
$650K
CAM
1873
Cidel Asset Management
Ontario, Canada
$649K
SIM
1874
Sentry Investment Management
Wisconsin
$648K
ACGA
1875
Atlanta Consulting Group Advisors
Georgia
$647K