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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
EA
1851
Everpar Advisors
Oklahoma
$670K
TPWA
1852
Twin Peaks Wealth Advisors
California
$669K
GCC
1853
Game Creek Capital
Massachusetts
$669K
CT
1854
Clearstead Trust
Maine
$667K
AO
1855
Advisor OS
Illinois
$665K
WCA
1856
Westover Capital Advisors
Delaware
$665K
MIM
1857
Moseley Investment Management
Florida
$663K
SPM
1858
Symmetry Peak Management
Pennsylvania
$662K
CUAMC
1859
China Universal Asset Management Company
China
$658K
FFO
1860
Fiduciary Family Office
Florida
$656K
GCM
1861
Gallacher Capital Management
Colorado
$656K
TNA
1862
True North Advisors
Texas
$656K
BWM
1863
BankPlus Wealth Management
Mississippi
$656K
MEG
1864
Millstone Evans Group
Colorado
$654K
KCIC
1865
Kuhn & Co Investment Counsel
Illinois
$654K
AIM
1866
Advyzon Investment Management
Illinois
$653K
BOJHT
1867
Bank of Jackson Hole Trust
Wyoming
$652K
FWP
1868
FAS Wealth Partners
Kansas
$650K
BWM
1869
Baron Wealth Management
Michigan
$650K
CAM
1870
Cidel Asset Management
Ontario, Canada
$649K
SIM
1871
Sentry Investment Management
Wisconsin
$648K
ACGA
1872
Atlanta Consulting Group Advisors
Georgia
$647K
MWA
1873
MN Wealth Advisors
Kansas
$647K
WWWM
1874
White Wing Wealth Management
Texas
$646K
RBFC
1875
Roman Butler Fullerton & Co
Missouri
$646K