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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
EWA
601
Exencial Wealth Advisors
Oklahoma
$12.6M
PWM
602
Perigon Wealth Management
California
$12.5M
PCIA
603
Prime Capital Investment Advisors
Kansas
$12.5M
FGP
604
Foyston, Gordon, & Payne
Ontario, Canada
$12.5M
ET
605
Equitable Trust
Tennessee
$12.5M
MIC
606
Maxi Investments CY
Cyprus
$12.5M
SG
607
Sienna Gestion
France
$12.4M
MAM
608
Madison Asset Management
Wisconsin
$12.3M
MSRPS
609
Maryland State Retirement & Pension System
Maryland
$12.3M
CI
610
CX Institutional
Indiana
$12.3M
CCM
611
Coldstream Capital Management
Washington
$12.2M
EAM
612
EdenTree Asset Management
United Kingdom
$12.1M
UF
613
Univest Financial
Pennsylvania
$12M
LNWTC
614
Laird Norton Wetherby Trust Company
Washington
$12M
WCMN
615
Westchester Capital Management (Nebraska)
Nebraska
$12M
MG
616
Montaka Global
$11.9M
ICM
617
Invenomic Capital Management
Massachusetts
$11.8M
AF
618
Allworth Financial
California
$11.8M
CDDEC
619
Caisse Des Depots Et Consignations
France
$11.8M
Envestnet Portfolio Solutions
620
Envestnet Portfolio Solutions
Illinois
$11.8M
OIMU
621
Osmosis Investment Management UK
United Kingdom
$11.7M
NMERB
622
New Mexico Educational Retirement Board
New Mexico
$11.7M
HAG
623
HighPoint Advisor Group
Illinois
$11.5M
PCA
624
Pallas Capital Advisors
Massachusetts
$11.5M
CCS
625
Concentric Capital Strategies
Connecticut
$11.5M