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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
LWIC
351
Leith Wheeler Investment Counsel
British Columbia, Canada
$37.1M
AV
352
ASR Vermogensbeheer
Netherlands
$37.1M
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.7M
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$36.7M
JCM
355
Junto Capital Management
New York
$36.6M
NYLIM
356
New York Life Investment Management
New York
$36.6M
DCP
357
Distillate Capital Partners
Illinois
$36.6M
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$35.9M
Brown Advisory
359
Brown Advisory
Maryland
$35.9M
AssetMark Inc
360
AssetMark Inc
California
$35.8M
MAM
361
Martingale Asset Management
Massachusetts
$35.3M
ASC
362
Atalanta Sosnoff Capital
New York
$35.3M
PTC
363
Petrus Trust Company
Texas
$35.3M
MGI
364
MayTech Global Investments
New York
$35.2M
CWM
365
CIBC World Markets
New York
$35.1M
NIM
366
NEOS Investment Management
Connecticut
$35.1M
UCFA
367
United Capital Financial Advisors
Texas
$35.1M
FISPB
368
Fideuram - Intesa Sanpaolo Private Banking
$34.8M
PFPG
369
Pinnacle Financial Partners (Georgia)
Georgia
$34.7M
TRSOTSOK
370
Teachers Retirement System of the State of Kentucky
Kentucky
$34.6M
WA
371
Waverly Advisors
Alabama
$34.3M
BCM
372
Becker Capital Management
Oregon
$34.3M
SCTC
373
Sanibel Captiva Trust Company
Florida
$34.2M
SEM
374
Suncoast Equity Management
Florida
$34.2M
EIP
375
Epoch Investment Partners
New York
$34.1M