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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
CT
3001
ClearAlpha Technologies
Connecticut
DIM
3002
DC Investments Management
Virginia
ZAM
3003
Zevin Asset Management
Massachusetts
CGA
3004
Crescent Grove Advisors
Illinois
SSG
3005
Summit Securities Group
New York
LBC
3006
Leigh Baldwin & Co
New York
NAG
3007
Northstar Advisory Group
New Jersey
SEA
3008
Stegent Equity Advisors
Texas
LOAMU
3009
Lombard Odier Asset Management (USA)
New York
MMC
3010
Mizuho Markets Cayman
Cayman Islands
NA
3011
Nordwand Advisors
Pennsylvania
SIC
3012
Shoker Investment Counsel
Ohio
MM
3013
MQS Management
New York
WFA
3014
WMG Financial Advisors
Tennessee
SA
3015
Sage Advisors
Colorado
BWFA
3016
Baltimore-Washington Financial Advisors
Maryland
RA
3017
Riversedge Advisors
Delaware
FPGK
3018
Financial Partners Group (Kansas)
Kansas
CWIG
3019
Chung Wu Investment Group
Texas
HCM
3020
Highview Capital Management
Illinois
CS
3021
Capital Square
Tennessee
OC
3022
Opinicus Capital
Florida
ZIC
3023
ZWJ Investment Counsel
Georgia
OR
3024
Olympiad Research
Connecticut
SG
3025
Somerset Group
Minnesota