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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
VT
726
Vise Technologies
New York
$8.25M
ISS
727
Intesa Sanpaolo SpA.
Italy
$8.24M
NAMM
728
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.23M
KeyBank National Association
729
KeyBank National Association
Ohio
$8.21M
VFA
730
Valeo Financial Advisors
Indiana
$8.2M
IIM
731
Intact Investment Management
Quebec, Canada
$8.19M
HAG
732
HighPoint Advisor Group
Illinois
$8.14M
KFP
733
KMG Fiduciary Partners
Ohio
$8.08M
NMIMC
734
Northwestern Mutual Investment Management Company
Wisconsin
$8.06M
WSFS
735
Wilmington Savings Fund Society
Delaware
$7.99M
GAI
736
General American Investors
New York
$7.95M
SAM
737
Shikiar Asset Management
New York
$7.94M
NAAA
738
New Age Alpha Advisors
New York
$7.94M
WT
739
Whittier Trust
California
$7.86M
SHGA
740
Sand Hill Global Advisors
California
$7.83M
SPG
741
Strategic Planning Group
Utah
$7.81M
Jennison Associates
742
Jennison Associates
New York
$7.8M
ACM
743
Advisors Capital Management
New Jersey
$7.77M
MWM
744
Marietta Wealth Management
Georgia
$7.75M
William Blair Investment Management
745
William Blair Investment Management
Illinois
$7.67M
SAM
746
Sompo Asset Management
Japan
$7.66M
AWM
747
Apollon Wealth Management
South Carolina
$7.62M
SCA
748
Snowden Capital Advisors
New York
$7.58M
BBHC
749
Brown Brothers Harriman & Co
New York
$7.55M
LFM
750
LGT Fund Management
Liechtenstein
$7.52M