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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
FT
626
Fiduciary Trust
Massachusetts
$11.5M
SBFM
627
S-Bank Fund Management
Finland
$11.4M
SWA
628
Stratos Wealth Advisors
Ohio
$11.3M
BWM
629
Bulltick Wealth Management
Florida
$11.3M
DCM
630
Dupont Capital Management
Delaware
$11.1M
IP
631
Interval Partners
New York
$11M
CF
632
Cantor Fitzgerald
New York
$11M
PS
633
Principal Securities
Iowa
$11M
ASN
634
Advisory Services Network
Georgia
$10.9M
QP
635
Quilter Plc
United Kingdom
$10.9M
WANY
636
Wealthspire Advisors (New York)
New York
$10.9M
RSS
637
Rosenblum Silverman Sutton
California
$10.9M
AUB
638
Atlantic Union Bankshares
Virginia
$10.8M
M
639
MOTCO
Texas
$10.8M
NRG
640
Nemes Rush Group
Michigan
$10.7M
PMAM
641
Picton Mahoney Asset Management
Ontario, Canada
$10.6M
DILIC
642
Dai-ichi Life Insurance Company
Japan
$10.6M
HFS
643
Hantz Financial Services
Michigan
$10.5M
BFS
644
Bradley Foster & Sargent
Connecticut
$10.5M
ECM
645
Evergreen Capital Management
Washington
$10.5M
BCV
646
Banque Cantonale Vaudoise
Switzerland
$10.5M
GAM
647
Groupama Asset Management
France
$10.4M
HWM
648
HB Wealth Management
Georgia
$10.4M
CTA
649
Chesley Taft & Associates
Illinois
$10.3M
EAM
650
Exane Asset Management
France
$10.3M