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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
DIM
3076
DC Investments Management
Virginia
ZAM
3077
Zevin Asset Management
Massachusetts
CGA
3078
Crescent Grove Advisors
Illinois
SSG
3079
Summit Securities Group
New York
LBC
3080
Leigh Baldwin & Co
New York
NAG
3081
Northstar Advisory Group
New Jersey
SEA
3082
Stegent Equity Advisors
Texas
LOAMU
3083
Lombard Odier Asset Management (USA)
New York
MMC
3084
Mizuho Markets Cayman
Cayman Islands
NA
3085
Nordwand Advisors
Pennsylvania
SIC
3086
Shoker Investment Counsel
Ohio
MM
3087
MQS Management
New York
WFA
3088
WMG Financial Advisors
Tennessee
SA
3089
Sage Advisors
Colorado
BWFA
3090
Baltimore-Washington Financial Advisors
Maryland
RA
3091
Riversedge Advisors
Delaware
FPGK
3092
Financial Partners Group (Kansas)
Kansas
CWIG
3093
Chung Wu Investment Group
Texas
HCM
3094
Highview Capital Management
Illinois
CS
3095
Capital Square
Tennessee
OC
3096
Opinicus Capital
Florida
ZIC
3097
ZWJ Investment Counsel
Georgia
OR
3098
Olympiad Research
Connecticut
SG
3099
Somerset Group
Minnesota
PAM
3100
PVG Asset Management
Colorado