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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
EWA
2951
Evolution Wealth Advisors
Florida
RIG
2952
Renaissance Investment Group
Massachusetts
SAM
2953
Silphium Asset Management
United Kingdom
MLCM
2954
M & L Capital Management
United Kingdom
Connor, Clark & Lunn Investment Management (CC&L)
2955
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
BCB
2956
Brian C. Broderick
LAM
2957
LECAP Asset Management
United Kingdom
CCIA
2958
Campbell & Co Investment Adviser
Maryland
FCM
2959
Fieldview Capital Management
Michigan
DGM
2960
Delta Global Management
New York
MFS
2961
Mirabella Financial Services
United Kingdom
MF
2962
Magnetar Financial
Illinois
SWK
2963
Stephen W. Kidder
SMH
2964
Sanders Morris Harris
Texas
NME
2965
Notis-McConarty Edward
LS
2966
Leelyn Smith
Illinois
LHC
2967
Little House Capital
Massachusetts
EFS
2968
Econ Financial Services
Pennsylvania
VWM
2969
VCI Wealth Management
Missouri
GSWM
2970
Greenup Street Wealth Management
Michigan
EWA
2971
Exit Wealth Advisors
Georgia
DRD
2972
Dennis R. Delaney
BBP
2973
Banco BTG Pactual
Brazil
GIM
2974
Goelzer Investment Management
Indiana
NED
2975
Nancy E. Dempze