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Salesforce

2,866 hedge funds and large institutions have $248B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 1,071 increasing their positions, 1,219 reducing their positions, and 205 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: $

7.19% more ownership

Funds ownership: 79.41%86.6% (+7.2%)

3% more funds holding

Funds holding: 2,7892,866 (+77)

12% less repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,219

Holders
2,866
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
$7.03B
Puts
$6.1B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$590M
3 -$476M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
5
Amundi
Amundi
France
-$462M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
2976
Severin Investments
Missouri
IWN
2977
Independent Wealth Network
Iowa
BFS
2978
BridgePort Financial Solutions
Iowa
MS
2979
Mizuho Securities
Japan
APW
2980
Axim Planning & Wealth
Ohio
HHRDM
2981
H&H Retirement Design & Management
Nevada
CPC
2982
Cookson Peirce & Co
Pennsylvania
WA
2983
Win Advisors
Florida
RCM
2984
Requisite Capital Management
Texas
PFGIA
2985
Patriot Financial Group Insurance Agency
Massachusetts
ECM
2986
Element Capital Management
New York
RS
2987
R Squared
Hong Kong
PCM
2988
Polymer Capital Management
New York
SP
2989
SIH Partners
Delaware
FC
2990
Farringdon Capital
United Kingdom
BCI
2991
Blue Capital Inc
Nebraska
MAM
2992
MWA Asset Management
Massachusetts
VBA
2993
von Borstel & Associates
Oregon
SA
2994
Sonoma Allocations
California
DACS
2995
Dymon Asia Capital (Singapore)
Singapore
YWS
2996
Yarger Wealth Strategies
Ohio
SAM
2997
Strive Asset Management
Ohio
SPA
2998
Sherbrooke Park Advisers
New York
FH
2999
FWG Holdings
Florida
WAM
3000
Werlinich Asset Management
Connecticut