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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
IP
626
Interval Partners
New York
$11M
CF
627
Cantor Fitzgerald
New York
$11M
PS
628
Principal Securities
Iowa
$11M
ASN
629
Advisory Services Network
Georgia
$10.9M
QP
630
Quilter Plc
United Kingdom
$10.9M
WANY
631
Wealthspire Advisors (New York)
New York
$10.9M
RSS
632
Rosenblum Silverman Sutton
California
$10.9M
AUB
633
Atlantic Union Bankshares
Virginia
$10.8M
M
634
MOTCO
Texas
$10.8M
NRG
635
Nemes Rush Group
Michigan
$10.7M
PMAM
636
Picton Mahoney Asset Management
Ontario, Canada
$10.6M
DILIC
637
Dai-ichi Life Insurance Company
Japan
$10.6M
HFS
638
Hantz Financial Services
Michigan
$10.5M
BFS
639
Bradley Foster & Sargent
Connecticut
$10.5M
ECM
640
Evergreen Capital Management
Washington
$10.5M
BCV
641
Banque Cantonale Vaudoise
Switzerland
$10.5M
GAM
642
Groupama Asset Management
France
$10.4M
HWM
643
HB Wealth Management
Georgia
$10.4M
CTA
644
Chesley Taft & Associates
Illinois
$10.3M
EAM
645
Exane Asset Management
France
$10.3M
BZWA
646
Blue Zone Wealth Advisors
California
$10.2M
FMI
647
Factory Mutual Insurance
Massachusetts
$10.1M
AAS
648
Annex Advisory Services
Wisconsin
$10.1M
IB
649
Iyo Bank
Japan
$10.1M
AMI
650
Amica Mutual Insurance
Rhode Island
$10.1M