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Salesforce

2,908 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,226 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: 79.52%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7942,908 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,908
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
DE
2151
DV Equities
Illinois
$405K
AA
2152
Auxano Advisors
Washington
$404K
HP
2153
Holistic Planning
Texas
$403K
DIM
2154
DLK Investment Management
California
$403K
RRA
2155
Round Rock Advisors
Connecticut
$402K
MPCA
2156
Madison Park Capital Advisors
Washington
$401K
VA
2157
Verdad Advisers
Massachusetts
$401K
LWM
2158
Lionshead Wealth Management
New York
$400K
WWM
2159
Westwood Wealth Management
California
$400K
CRB
2160
Chad R. Baker
$400K
TW
2161
TritonPoint Wealth
Maryland
$400K
BB
2162
Busey Bank
Illinois
$399K
BRIA
2163
Balanced Rock Investment Advisors
Massachusetts
$399K
DWA
2164
Delap Wealth Advisory
Oregon
$398K
HA
2165
Harbor Advisors
Florida
$397K
BMCM
2166
Black Maple Capital Management
Wisconsin
$397K
CQWA
2167
Chokshi & Queen Wealth Advisors
California
$397K
KCM
2168
Kathmere Capital Management
Pennsylvania
$397K
HCM
2169
Hengehold Capital Management
Ohio
$396K
FNBT
2170
FineMark National Bank & Trust
Florida
$395K
WF
2171
Womack Financial
Texas
$394K
FAT
2172
First American Trust
California
$393K
BMC
2173
Beaton Management Company
Massachusetts
$393K
VCP
2174
Verus Capital Partners
Arizona
$392K
CC
2175
Cypress Capital
Tennessee
$391K