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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
OAM
401
OP Asset Management
$30.3M
HCMG
402
Howard Capital Management Group
California
$30.2M
BPWM
403
Badgley Phelps Wealth Managers
Washington
$30M
CTI
404
Community Trust & Investment
Kentucky
$29.8M
HPG
405
Harvest Portfolios Group
Ontario, Canada
$29.3M
OPERF
406
Oregon Public Employees Retirement Fund
Oregon
$28.9M
TNB
407
Thomasville National Bank
Georgia
$28.7M
Wealthfront Advisers
408
Wealthfront Advisers
California
$28.6M
MFWM
409
Motley Fool Wealth Management
Virginia
$28.6M
EGM
410
Engineers Gate Manager
New York
$28.6M
Optiver Holding
411
Optiver Holding
Netherlands
$28.5M
Walleye Trading
412
Walleye Trading
New York
$28.4M
NP
413
NS Partners
United Kingdom
$28.3M
EI
414
Ethic Inc
New York
$28.3M
MOACM
415
Mutual of America Capital Management
New York
$27.7M
CCM
416
Chilton Capital Management
Texas
$27.6M
GAM
417
Gotham Asset Management
New York
$26.8M
Thrivent Financial for Lutherans
418
Thrivent Financial for Lutherans
Minnesota
$26.5M
BCM
419
Brookstone Capital Management
Illinois
$26.5M
RMCM
420
Reynders McVeigh Capital Management
Massachusetts
$26.2M
WB
421
WesBanco Bank
West Virginia
$26.2M
TMAM
422
Tokio Marine Asset Management
Japan
$26.1M
CGH
423
Crossmark Global Holdings
Texas
$26.1M
GT
424
Greenleaf Trust
Michigan
$26.1M
OCM
425
Osterweis Capital Management
California
$25.9M