We are live on ! Find out more
CRM icon

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
PAS
726
Park Avenue Securities
New York
$8.38M
DC
727
Davenport & Co
Virginia
$8.35M
HVIA
728
Hudson Valley Investment Advisors
New York
$8.35M
HCM
729
Harvey Capital Management
Florida
$8.34M
LI
730
Louisbourg Investments
New Brunswick, Canada
$8.29M
ATC
731
Argent Trust Co
Tennessee
$8.28M
VT
732
Vise Technologies
New York
$8.25M
ISS
733
Intesa Sanpaolo SpA.
Italy
$8.24M
NAMM
734
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.23M
KeyBank National Association
735
KeyBank National Association
Ohio
$8.21M
VFA
736
Valeo Financial Advisors
Indiana
$8.2M
IIM
737
Intact Investment Management
Quebec, Canada
$8.19M
KFP
738
KMG Fiduciary Partners
Ohio
$8.08M
NMIMC
739
Northwestern Mutual Investment Management Company
Wisconsin
$8.06M
WSFS
740
Wilmington Savings Fund Society
Delaware
$7.99M
GAI
741
General American Investors
New York
$7.95M
SAM
742
Shikiar Asset Management
New York
$7.94M
NAAA
743
New Age Alpha Advisors
New York
$7.94M
WT
744
Whittier Trust
California
$7.86M
SHGA
745
Sand Hill Global Advisors
California
$7.83M
SPG
746
Strategic Planning Group
Utah
$7.81M
Jennison Associates
747
Jennison Associates
New York
$7.8M
ACM
748
Advisors Capital Management
New Jersey
$7.77M
MWM
749
Marietta Wealth Management
Georgia
$7.75M
William Blair Investment Management
750
William Blair Investment Management
Illinois
$7.67M