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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
HPIA
701
Hamilton Point Investment Advisors
North Carolina
$8.86M
KA
702
Kintegral Advisory
New York
$8.84M
PA
703
Profund Advisors
Maryland
$8.82M
EFG
704
Everest Financial Group
Minnesota
$8.81M
MFG
705
Merit Financial Group
Georgia
$8.8M
RWA
706
River Wealth Advisors
Pennsylvania
$8.8M
AAP
707
Ardsley Advisory Partners
Connecticut
$8.73M
7WCP
708
71 West Capital Partners
Massachusetts
$8.73M
TFIPS
709
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.66M
SWP
710
Stratos Wealth Partners
Ohio
$8.65M
SAM
711
Sawgrass Asset Management
Florida
$8.62M
AF
712
Ally Financial
Michigan
$8.61M
CG
713
Caprock Group
Idaho
$8.58M
WFG
714
Wormser Freres Gestion
France
$8.58M
EF
715
Empirical Finance
Pennsylvania
$8.56M
PTC
716
Philadelphia Trust Company
Pennsylvania
$8.52M
CFO
717
Callan Family Office
Pennsylvania
$8.5M
HFM
718
Harvest Fund Management
China
$8.5M
NDSIB
719
North Dakota State Investment Board
North Dakota
$8.48M
JLBC
720
J.L. Bainbridge & Co
Florida
$8.48M
SIM
721
Stratos Investment Management
Ohio
$8.47M
CWP
722
CFM Wealth Partners
Texas
$8.47M
DA
723
Dillon & Associates
Michigan
$8.47M
VLKIM
724
Van Lanschot Kempen Investment Management
Netherlands
$8.46M
CM
725
CastleKnight Management
New York
$8.45M