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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
PA
676
Pinnacle Associates
New York
$9.47M
IAA
677
Independent Advisor Alliance
North Carolina
$9.4M
EH
678
Equitable Holdings
New York
$9.37M
NCM
679
Novare Capital Management
North Carolina
$9.34M
MCM
680
MAI Capital Management
Ohio
$9.31M
CC
681
Chicago Capital
Illinois
$9.28M
Bessemer Group
682
Bessemer Group
New Jersey
$9.28M
QFA
683
Quattro Financial Advisors
Texas
$9.27M
PF
684
Phoenix Financial
Israel
$9.27M
SWM
685
Sendero Wealth Management
Texas
$9.26M
HBCM
686
Heron Bay Capital Management
Michigan
$9.2M
LOAME
687
Lombard Odier Asset Management (Europe)
United Kingdom
$9.18M
BONST
688
Bank of Nova Scotia Trust
Ontario, Canada
$9.17M
DWP
689
Daymark Wealth Partners
Ohio
$9.16M
TRCT
690
Tower Research Capital (TRC)
New York
$9.14M
IPAM
691
ICICI Prudential Asset Management
India
$9.14M
AAM
692
Advisors Asset Management
Colorado
$9.11M
FDP
693
Financiere des Professionnels
Quebec, Canada
$9.1M
AHC
694
Adell Harriman & Carpenter
Texas
$8.99M
VAS
695
Vestmark Advisory Solutions
Massachusetts
$8.91M
HPIA
696
Hamilton Point Investment Advisors
North Carolina
$8.86M
KA
697
Kintegral Advisory
New York
$8.84M
PA
698
Profund Advisors
Maryland
$8.82M
MFG
699
Merit Financial Group
Georgia
$8.8M
RWA
700
River Wealth Advisors
Pennsylvania
$8.8M