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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
VBA
3026
von Borstel & Associates
Oregon
SA
3027
Sonoma Allocations
California
DACS
3028
Dymon Asia Capital (Singapore)
Singapore
YWS
3029
Yarger Wealth Strategies
Ohio
SAM
3030
Strive Asset Management
Ohio
SPA
3031
Sherbrooke Park Advisers
New York
FH
3032
FWG Holdings
Florida
WAM
3033
Werlinich Asset Management
Connecticut
CT
3034
ClearAlpha Technologies
Connecticut
DIM
3035
DC Investments Management
Virginia
ZAM
3036
Zevin Asset Management
Massachusetts
CGA
3037
Crescent Grove Advisors
Illinois
SSG
3038
Summit Securities Group
New York
LBC
3039
Leigh Baldwin & Co
New York
NAG
3040
Northstar Advisory Group
New Jersey
SEA
3041
Stegent Equity Advisors
Texas
LOAMU
3042
Lombard Odier Asset Management (USA)
New York
MMC
3043
Mizuho Markets Cayman
Cayman Islands
NA
3044
Nordwand Advisors
Pennsylvania
SIC
3045
Shoker Investment Counsel
Ohio
MM
3046
MQS Management
New York
WFA
3047
WMG Financial Advisors
Tennessee
SA
3048
Sage Advisors
Colorado
BWFA
3049
Baltimore-Washington Financial Advisors
Maryland
RA
3050
Riversedge Advisors
Delaware