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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
SA
2926
Seneschal Advisors
Washington
$1.32K
NA
2927
Networth Advisors
Pennsylvania
$1.32K
RWPA
2928
Richard W. Paul & Associates
Michigan
$1.06K
IA
2929
IFS Advisors
Kansas
$1.06K
IPS
2930
Investors Portfolio Services
Washington
$955
CTWM
2931
Cherry Tree Wealth Management
Minnesota
$795
BDPWM
2932
Barnes Dennig Private Wealth Management
Ohio
$795
DSC
2933
Duncker Streett & Co
Missouri
$795
MFP
2934
Meramec Financial Planners
Missouri
$575
CCC
2935
Chelsea Counsel Company
California
$531
RJA
2936
Ross\Johnson & Associates
Minnesota
$530
BWM
2937
Benson Wealth Management
Tennessee
$530
LIA
2938
Luken Investment Analytics
Tennessee
$530
T2I
2939
Turim 21 Investimentos
Brazil
$1
Alyeska Investment Group
2940
Alyeska Investment Group
Illinois
Zurich Cantonal Bank
2941
Zurich Cantonal Bank
Switzerland
Renaissance Technologies
2942
Renaissance Technologies
New York
Voloridge Investment Management
2943
Voloridge Investment Management
Florida
SAG
2944
Susquehanna Advisors Group
Pennsylvania
ROIC
2945
Route One Investment Company
California
DK
2946
DJE Kapital
Germany
IIP
2947
Intermede Investment Partners
United Kingdom
CF
2948
Canoe Financial
Alberta, Canada
KCM
2949
Kensico Capital Management
Connecticut
GAM
2950
Goldentree Asset Management
New York