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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
AAB
676
ABN AMRO Bank
Netherlands
$9.64M
GVAG
677
Great Valley Advisor Group
Delaware
$9.62M
LFAS
678
Level Four Advisory Services
Texas
$9.58M
PIM
679
Plato Investment Management
Australia
$9.52M
LFG
680
Lazard Frères Gestion
France
$9.5M
PA
681
Pinnacle Associates
New York
$9.47M
IAA
682
Independent Advisor Alliance
North Carolina
$9.4M
EH
683
Equitable Holdings
New York
$9.37M
NCM
684
Novare Capital Management
North Carolina
$9.34M
MCM
685
MAI Capital Management
Ohio
$9.31M
CC
686
Chicago Capital
Illinois
$9.28M
Bessemer Group
687
Bessemer Group
New Jersey
$9.28M
QFA
688
Quattro Financial Advisors
Texas
$9.27M
PF
689
Phoenix Financial
Israel
$9.27M
SWM
690
Sendero Wealth Management
Texas
$9.26M
HBCM
691
Heron Bay Capital Management
Michigan
$9.2M
LOAME
692
Lombard Odier Asset Management (Europe)
United Kingdom
$9.18M
BONST
693
Bank of Nova Scotia Trust
Ontario, Canada
$9.17M
DWP
694
Daymark Wealth Partners
Ohio
$9.16M
TRCT
695
Tower Research Capital (TRC)
New York
$9.14M
IPAM
696
ICICI Prudential Asset Management
India
$9.14M
AAM
697
Advisors Asset Management
Colorado
$9.11M
FDP
698
Financiere des Professionnels
Quebec, Canada
$9.1M
AHC
699
Adell Harriman & Carpenter
Texas
$8.99M
VAS
700
Vestmark Advisory Solutions
Massachusetts
$8.91M