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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
AAP
701
Ardsley Advisory Partners
Connecticut
$8.73M
7WCP
702
71 West Capital Partners
Massachusetts
$8.73M
TFIPS
703
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.66M
SWP
704
Stratos Wealth Partners
Ohio
$8.65M
SAM
705
Sawgrass Asset Management
Florida
$8.62M
AF
706
Ally Financial
Michigan
$8.61M
CG
707
Caprock Group
Idaho
$8.58M
WFG
708
Wormser Freres Gestion
France
$8.58M
EF
709
Empirical Finance
Pennsylvania
$8.56M
PTC
710
Philadelphia Trust Company
Pennsylvania
$8.52M
CFO
711
Callan Family Office
Pennsylvania
$8.5M
HFM
712
Harvest Fund Management
China
$8.5M
NDSIB
713
North Dakota State Investment Board
North Dakota
$8.48M
JLBC
714
J.L. Bainbridge & Co
Florida
$8.48M
SIM
715
Stratos Investment Management
Ohio
$8.47M
CWP
716
CFM Wealth Partners
Texas
$8.47M
DA
717
Dillon & Associates
Michigan
$8.47M
VLKIM
718
Van Lanschot Kempen Investment Management
Netherlands
$8.46M
CM
719
CastleKnight Management
New York
$8.45M
PAS
720
Park Avenue Securities
New York
$8.38M
DC
721
Davenport & Co
Virginia
$8.35M
HVIA
722
Hudson Valley Investment Advisors
New York
$8.35M
HCM
723
Harvey Capital Management
Florida
$8.34M
LI
724
Louisbourg Investments
New Brunswick, Canada
$8.29M
ATC
725
Argent Trust Co
Tennessee
$8.28M