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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
ATC
2201
Adirondack Trust Company
New York
$371K
SCA
2202
Sandy Cove Advisors
Massachusetts
$371K
CPCM
2203
Cardinal Point Capital Management
Ontario, Canada
$371K
CT
2204
Coastline Trust
Rhode Island
$371K
MPM
2205
Meritage Portfolio Management
Kansas
$370K
DG
2206
DMC Group
Alabama
$370K
WH
2207
Willner & Heller
California
$369K
DIM
2208
Delta Investment Management
California
$369K
SQA
2209
Simon Quick Advisors
New Jersey
$369K
OWM
2210
Opes Wealth Management
California
$368K
QFW
2211
QTR Family Wealth
Florida
$368K
SIAG
2212
Safeguard Investment Advisory Group
California
$367K
AWM
2213
Atticus Wealth Management
Florida
$367K
FPCP
2214
Fort Point Capital Partners
California
$367K
ANBT
2215
American National Bank & Trust
Texas
$366K
SWA
2216
Strata Wealth Advisors
Texas
$366K
PI
2217
Pettee Investors
Connecticut
$366K
MWM
2218
Meritas Wealth Management
California
$366K
ACA
2219
Arsenal Capital Advisors
Pennsylvania
$365K
B
2220
Bensler
Washington
$365K
YWM
2221
Yoder Wealth Management
California
$362K
AW
2222
Alteri Wealth
California
$362K
RDFA
2223
Ritter Daniher Financial Advisory
Ohio
$362K
MR
2224
Munich Reinsurance
$359K
IGGA
2225
Iron Gate Global Advisors
Utah
$358K