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