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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
MHC
751
Meyer Handelman Company
New York
$7.47M
ATPW
752
Ashton Thomas Private Wealth
Arizona
$7.41M
SFI
753
Siemens Fonds Invest
Germany
$7.4M
TAMH
754
Taikang Asset Management (HK)
Hong Kong
$7.39M
CL
755
Choreo LLC
Illinois
$7.37M
RAM
756
Robinhood Asset Management
California
$7.37M
TCM
757
Thames Capital Management
New Jersey
$7.35M
FCM
758
Fortis Capital Management
Washington
$7.33M
CGIM
759
Capital Group Investment Management
Singapore
$7.25M
RP
760
Regal Partners
Australia
$7.24M
KIA
761
Knollwood Investment Advisory
Maryland
$7.24M
GCM
762
Gibraltar Capital Management
Oklahoma
$7.22M
1M
763
1248 Management
Missouri
$7.21M
LDB
764
Lee, Danner & Bass
Tennessee
$7.21M
OAM
765
Occidental Asset Management
California
$7.2M
AGA
766
Altrinsic Global Advisors
Connecticut
$7.2M
TCA
767
Trifecta Capital Advisors
Illinois
$7.19M
CK
768
Cohen Klingenstein
New York
$7.16M
MCM
769
Maytus Capital Management
New York
$7.15M
MIM
770
Morningstar Investment Management
Illinois
$7.13M
NCL
771
Nishkama Capital LLC
Puerto Rico
$7.09M
NIM
772
Niles Investment Management
Florida
$7.04M
SWA
773
SFMG Wealth Advisors
Texas
$6.96M
DRS
774
Deane Retirement Strategies
Louisiana
$6.95M
LSA
775
Leonteq Securities AG
Switzerland
$6.94M