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Salesforce

2,899 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 377 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: 2,7912,899 (+108)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,899
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
OQS
2926
Occudo Quantitative Strategies
Florida
IC
2927
Iconiq Capital
California
YC
2928
Yarbrough Capital
Tennessee
BJL
2929
Brighton Jones LLC
Washington
VF
2930
Virtu Financial
New York
CP
2931
CenterBook Partners
Connecticut
TA
2932
Trivest Advisors
Hong Kong
OTL
2933
Oak Thistle LLC
New York
PC
2934
Promethos Capital
Massachusetts
TC
2935
Triavera Capital
California
N
2936
Numerai
California
ET
2937
Entropy Technologies
New York
PSC
2938
Prentiss Smith & Co
Vermont
ECM
2939
ExodusPoint Capital Management
New York
PP
2940
Paloma Partners
Connecticut
AIM
2941
Aigen Investment Management
New York
MIC
2942
Mubadala Investment Company
United Arab Emirates
VT
2943
Volterra Technologies
New York
BDWCC
2944
B&D White Capital Company
Texas
EWA
2945
Evolution Wealth Advisors
Florida
RIG
2946
Renaissance Investment Group
Massachusetts
SAM
2947
Silphium Asset Management
United Kingdom
MLCM
2948
M & L Capital Management
United Kingdom
Connor, Clark & Lunn Investment Management (CC&L)
2949
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
BCB
2950
Brian C. Broderick