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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
SAM
751
Sompo Asset Management
Japan
$7.66M
AWM
752
Apollon Wealth Management
South Carolina
$7.62M
SCA
753
Snowden Capital Advisors
New York
$7.58M
BBHC
754
Brown Brothers Harriman & Co
New York
$7.55M
LFM
755
LGT Fund Management
Liechtenstein
$7.52M
MHC
756
Meyer Handelman Company
New York
$7.47M
ATPW
757
Ashton Thomas Private Wealth
Arizona
$7.41M
SFI
758
Siemens Fonds Invest
Germany
$7.4M
TAMH
759
Taikang Asset Management (HK)
Hong Kong
$7.39M
CL
760
Choreo LLC
Illinois
$7.37M
RAM
761
Robinhood Asset Management
California
$7.37M
TCM
762
Thames Capital Management
New Jersey
$7.35M
FCM
763
Fortis Capital Management
Washington
$7.33M
FNT
764
First Nebraska Trust
Nebraska
$7.33M
CGIM
765
Capital Group Investment Management
Singapore
$7.25M
RP
766
Regal Partners
Australia
$7.24M
KIA
767
Knollwood Investment Advisory
Maryland
$7.24M
GCM
768
Gibraltar Capital Management
Oklahoma
$7.22M
1M
769
1248 Management
Missouri
$7.21M
LDB
770
Lee, Danner & Bass
Tennessee
$7.21M
OAM
771
Occidental Asset Management
California
$7.2M
AGA
772
Altrinsic Global Advisors
Connecticut
$7.2M
TCA
773
Trifecta Capital Advisors
Illinois
$7.19M
CK
774
Cohen Klingenstein
New York
$7.16M
MCM
775
Maytus Capital Management
New York
$7.15M