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Salesforce

2,928 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,080 increasing their positions, 1,229 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: $

7.2% more ownership

Funds ownership: 79.52%86.73% (+7.2%)

5% more funds holding

Funds holding: 2,7982,928 (+130)

12% less repeat investments, than reductions

Existing positions increased: 1,080 | Existing positions reduced: 1,229

Holders
2,928
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
SP
3051
SIH Partners
Delaware
FC
3052
Farringdon Capital
United Kingdom
BCI
3053
Blue Capital Inc
Nebraska
MAM
3054
MWA Asset Management
Massachusetts
VBA
3055
von Borstel & Associates
Oregon
SA
3056
Sonoma Allocations
California
DACS
3057
Dymon Asia Capital (Singapore)
Singapore
YWS
3058
Yarger Wealth Strategies
Ohio
SAM
3059
Strive Asset Management
Ohio
SPA
3060
Sherbrooke Park Advisers
New York
FH
3061
FWG Holdings
Florida
WAM
3062
Werlinich Asset Management
Connecticut
CT
3063
ClearAlpha Technologies
Connecticut
DIM
3064
DC Investments Management
Virginia
ZAM
3065
Zevin Asset Management
Massachusetts
CGA
3066
Crescent Grove Advisors
Illinois
SSG
3067
Summit Securities Group
New York
LBC
3068
Leigh Baldwin & Co
New York
NAG
3069
Northstar Advisory Group
New Jersey
SEA
3070
Stegent Equity Advisors
Texas
LOAMU
3071
Lombard Odier Asset Management (USA)
New York
MMC
3072
Mizuho Markets Cayman
Cayman Islands
NA
3073
Nordwand Advisors
Pennsylvania
SIC
3074
Shoker Investment Counsel
Ohio
MM
3075
MQS Management
New York