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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
AAF
426
Andra AP-fonden
Sweden
$25.4M
Pathstone Holdings
427
Pathstone Holdings
New Jersey
$25M
SOADOR
428
State of Alaska Department of Revenue
Alaska
$25M
WP
429
Waycross Partners
Kentucky
$24.9M
FCH
430
Freestone Capital Holdings
Washington
$24.9M
VCM
431
Valiant Capital Management
California
$24.7M
FAMI
432
Fideuram Asset Management (Ireland)
$24.5M
TIAA Trust, National Association
433
TIAA Trust, National Association
North Carolina
$24.4M
MFIM
434
Mesirow Financial Investment Management
Illinois
$24.4M
NAM
435
NorthCrest Asset Manangement
Minnesota
$24.2M
GIM
436
Generate Investment Management
New Zealand
$24.2M
OAC
437
OMERS Administration Corp
Ontario, Canada
$24M
TF
438
Talbot Financial
Washington
$24M
BCM
439
Benchstone Capital Management
New York
$23.9M
Bank Julius Baer & Co
440
Bank Julius Baer & Co
Switzerland
$23.9M
GAM
441
Generali Asset Management
Italy
$23.7M
BFO
442
Boston Family Office
Massachusetts
$23.7M
WIM
443
Weitz Investment Management
Nebraska
$23.2M
YCM
444
Yousif Capital Management
Michigan
$23.1M
BCAM
445
Boston Common Asset Management
Massachusetts
$22.9M
ZIM
446
Zacks Investment Management
Illinois
$22.9M
HNB
447
Huntington National Bank
Ohio
$22.7M
DIA
448
Davidson Investment Advisors
Montana
$22.5M
SVCP
449
Silicon Valley Capital Partners
California
$22.4M
Verition Fund Management
450
Verition Fund Management
Connecticut
$22.4M