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Salesforce

2,866 hedge funds and large institutions have $248B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 1,071 increasing their positions, 1,219 reducing their positions, and 205 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: $

7.19% more ownership

Funds ownership: 79.41%86.6% (+7.2%)

3% more funds holding

Funds holding: 2,7892,866 (+77)

12% less repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,219

Holders
2,866
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
$7.03B
Puts
$6.1B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$590M
3 -$476M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
5
Amundi
Amundi
France
-$462M
Name Holding Trade Value Shares
Change
Change in
Stake
AV
351
ASR Vermogensbeheer
Netherlands
$37.1M
LWCFA
352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.7M
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$36.7M
JCM
354
Junto Capital Management
New York
$36.6M
NYLIM
355
New York Life Investment Management
New York
$36.6M
DCP
356
Distillate Capital Partners
Illinois
$36.6M
Mercer Global Advisors
357
Mercer Global Advisors
Colorado
$35.9M
Brown Advisory
358
Brown Advisory
Maryland
$35.9M
AssetMark Inc
359
AssetMark Inc
California
$35.8M
MAM
360
Martingale Asset Management
Massachusetts
$35.3M
ASC
361
Atalanta Sosnoff Capital
New York
$35.3M
PTC
362
Petrus Trust Company
Texas
$35.3M
MGI
363
MayTech Global Investments
New York
$35.2M
CWM
364
CIBC World Markets
New York
$35.1M
NIM
365
NEOS Investment Management
Connecticut
$35.1M
UCFA
366
United Capital Financial Advisors
Texas
$35.1M
FISPB
367
Fideuram - Intesa Sanpaolo Private Banking
$34.8M
PFPG
368
Pinnacle Financial Partners (Georgia)
Georgia
$34.7M
TRSOTSOK
369
Teachers Retirement System of the State of Kentucky
Kentucky
$34.6M
WA
370
Waverly Advisors
Alabama
$34.3M
BCM
371
Becker Capital Management
Oregon
$34.3M
SCTC
372
Sanibel Captiva Trust Company
Florida
$34.2M
SEM
373
Suncoast Equity Management
Florida
$34.2M
EIP
374
Epoch Investment Partners
New York
$34.1M
CAPTRUST Financial Advisors
375
CAPTRUST Financial Advisors
North Carolina
$34.1M