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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
CIA
2251
Caerus Investment Advisors
Texas
$344K
ABTD
2252
Arvest Bank Trust Division
Oklahoma
$344K
1WM
2253
1900 Wealth Management
Texas
$344K
OFO
2254
OneAscent Family Office
Alabama
$343K
AIM
2255
Acropolis Investment Management
Missouri
$342K
MBTD
2256
Mechanics Bank - Trust Department
California
$342K
VC
2257
Veracity Capital
Georgia
$342K
CFGW
2258
Chancellor Financial Group WB
Pennsylvania
$341K
MGI
2259
Miller Global Investments
Texas
$340K
CFSG
2260
Clark Financial Services Group
Missouri
$340K
IP
2261
Isthmus Partners
Wisconsin
$340K
ACA
2262
Aspire Capital Advisors
Washington
$339K
SFWC
2263
Strategic Family Wealth Counselors
New Jersey
$339K
SPW
2264
Signet Private Wealth
Illinois
$339K
GCA
2265
Gradient Capital Advisors
California
$339K
EAM
2266
Empirical Asset Management
Massachusetts
$338K
RL
2267
Rogco LP
Oklahoma
$337K
AAM
2268
Aureus Asset Management
Massachusetts
$337K
AMPWP
2269
Alvarez & Marsal Private Wealth Partners
Florida
$337K
AOWM
2270
Alpha Omega Wealth Management
Virginia
$337K
SCM
2271
Sitrin Capital Management
California
$336K
IF
2272
Intrua Financial
Texas
$336K
CAGAS
2273
Capital Advisory Group Advisory Services
Minnesota
$335K
BFC
2274
Bedel Financial Consulting
Indiana
$333K
EC
2275
EdgeRock Capital
Colorado
$332K