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Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 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: 2,7922,905 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,905
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
HR
2251
Howe & Rusling
New York
$346K
VF
2252
Vawter Financial
Ohio
$345K
FI
2253
Fosun International
China
$345K
IP
2254
Intellectus Partners
California
$345K
FA
2255
Faithward Advisors
Pennsylvania
$345K
CIA
2256
Caerus Investment Advisors
Texas
$344K
ABTD
2257
Arvest Bank Trust Division
Oklahoma
$344K
1WM
2258
1900 Wealth Management
Texas
$344K
OFO
2259
OneAscent Family Office
Alabama
$343K
AIM
2260
Acropolis Investment Management
Missouri
$342K
MBTD
2261
Mechanics Bank - Trust Department
California
$342K
VC
2262
Veracity Capital
Georgia
$342K
CFGW
2263
Chancellor Financial Group WB
Pennsylvania
$341K
MGI
2264
Miller Global Investments
Texas
$340K
CFSG
2265
Clark Financial Services Group
Missouri
$340K
IP
2266
Isthmus Partners
Wisconsin
$340K
ACA
2267
Aspire Capital Advisors
Washington
$339K
SFWC
2268
Strategic Family Wealth Counselors
New Jersey
$339K
SPW
2269
Signet Private Wealth
Illinois
$339K
GCA
2270
Gradient Capital Advisors
California
$339K
EAM
2271
Empirical Asset Management
Massachusetts
$338K
RL
2272
Rogco LP
Oklahoma
$337K
AAM
2273
Aureus Asset Management
Massachusetts
$337K
AMPWP
2274
Alvarez & Marsal Private Wealth Partners
Florida
$337K
AOWM
2275
Alpha Omega Wealth Management
Virginia
$337K