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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
BAMF
351
BI Asset Management Fondsmaeglerselskab
Denmark
$37.3M
WorldQuant Millennium Advisors
352
WorldQuant Millennium Advisors
New York
$37.2M
NSLI
353
Nan Shan Life Insurance
Taiwan
$37.2M
LWIC
354
Leith Wheeler Investment Counsel
British Columbia, Canada
$37.1M
AV
355
ASR Vermogensbeheer
Netherlands
$37.1M
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.7M
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$36.7M
JCM
358
Junto Capital Management
New York
$36.6M
NYLIM
359
New York Life Investment Management
New York
$36.6M
DCP
360
Distillate Capital Partners
Illinois
$36.6M
Mercer Global Advisors
361
Mercer Global Advisors
Colorado
$35.9M
Brown Advisory
362
Brown Advisory
Maryland
$35.9M
AssetMark Inc
363
AssetMark Inc
California
$35.8M
MAM
364
Martingale Asset Management
Massachusetts
$35.3M
ASC
365
Atalanta Sosnoff Capital
New York
$35.3M
PTC
366
Petrus Trust Company
Texas
$35.3M
MGI
367
MayTech Global Investments
New York
$35.2M
CWM
368
CIBC World Markets
New York
$35.1M
NIM
369
NEOS Investment Management
Connecticut
$35.1M
UCFA
370
United Capital Financial Advisors
Texas
$35.1M
FISPB
371
Fideuram - Intesa Sanpaolo Private Banking
$34.8M
PFPG
372
Pinnacle Financial Partners (Georgia)
Georgia
$34.7M
TRSOTSOK
373
Teachers Retirement System of the State of Kentucky
Kentucky
$34.6M
WA
374
Waverly Advisors
Alabama
$34.3M
BCM
375
Becker Capital Management
Oregon
$34.3M