CRM icon

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
ET
601
Equitable Trust
Tennessee
$12.5M
MIC
602
Maxi Investments CY
Cyprus
$12.5M
SG
603
Sienna Gestion
France
$12.4M
MAM
604
Madison Asset Management
Wisconsin
$12.3M
MSRPS
605
Maryland State Retirement & Pension System
Maryland
$12.3M
CI
606
CX Institutional
Indiana
$12.3M
CCM
607
Coldstream Capital Management
Washington
$12.2M
EAM
608
EdenTree Asset Management
United Kingdom
$12.1M
UF
609
Univest Financial
Pennsylvania
$12M
LNWTC
610
Laird Norton Wetherby Trust Company
Washington
$12M
WCMN
611
Westchester Capital Management (Nebraska)
Nebraska
$12M
MG
612
Montaka Global
$11.9M
ICM
613
Invenomic Capital Management
Massachusetts
$11.8M
AF
614
Allworth Financial
California
$11.8M
CDDEC
615
Caisse Des Depots Et Consignations
France
$11.8M
Envestnet Portfolio Solutions
616
Envestnet Portfolio Solutions
Illinois
$11.8M
OIMU
617
Osmosis Investment Management UK
United Kingdom
$11.7M
NMERB
618
New Mexico Educational Retirement Board
New Mexico
$11.7M
PCA
619
Pallas Capital Advisors
Massachusetts
$11.5M
CCS
620
Concentric Capital Strategies
Connecticut
$11.5M
FT
621
Fiduciary Trust
Massachusetts
$11.5M
SBFM
622
S-Bank Fund Management
Finland
$11.4M
SWA
623
Stratos Wealth Advisors
Ohio
$11.3M
BWM
624
Bulltick Wealth Management
Florida
$11.3M
DCM
625
Dupont Capital Management
Delaware
$11.1M