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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
OPCM
501
Osborne Partners Capital Management
California
$17.7M
CVA
502
Ceredex Value Advisors
Florida
$17.6M
AI
503
Atria Investments
North Carolina
$17.6M
BPA
504
Beacon Pointe Advisors
California
$17.6M
BFIM
505
Beese Fulmer Investment Management
Ohio
$17.5M
ADEF
506
Adams Diversified Equity Fund
Maryland
$17.4M
DF
507
DNCA Finance
France
$17.4M
PA
508
Parallel Advisors
California
$17.4M
BFM
509
Boothbay Fund Management
New York
$17.3M
CA
510
Cornerstone Advisors
North Carolina
$17.3M
CFB
511
Cullen/Frost Bankers
Texas
$17.2M
GHA
512
GW Henssler & Associates
Georgia
$17.1M
NSAM
513
North Star Asset Management
Wisconsin
$17M
AA
514
Ancora Advisors
Ohio
$17M
TW
515
Trajan Wealth
Arizona
$17M
ETC
516
Exchange Traded Concepts
Oklahoma
$16.9M
Simplex Trading
517
Simplex Trading
Illinois
$16.6M
HTC
518
Haverford Trust Company
Pennsylvania
$16.5M
RCMU
519
Rokos Capital Management (UK)
United Kingdom
$16.5M
NPT
520
Nixon Peabody Trust
Massachusetts
$16.5M
MCM
521
McRae Capital Management
New Jersey
$16.4M
AF
522
Avanza Fonder
Sweden
$16.2M
PAI
523
Pittenger & Anderson Inc
Nebraska
$16.2M
MC
524
Middleton & Co
Massachusetts
$16.1M
HF
525
HRT Financial
New York
$16M