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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
AF
526
Avanza Fonder
Sweden
$16.2M
PAI
527
Pittenger & Anderson Inc
Nebraska
$16.2M
MC
528
Middleton & Co
Massachusetts
$16.1M
HF
529
HRT Financial
New York
$16M
MSU
530
Mizuho Securities USA
New York
$16M
MCM
531
Mill Capital Management
North Carolina
$15.9M
AWA
532
Arkadios Wealth Advisors
Georgia
$15.9M
WF
533
WoodTrust Financial
Wisconsin
$15.8M
FVWA
534
Foster Victor Wealth Advisors
South Carolina
$15.7M
AIP
535
ARS Investment Partners
New York
$15.7M
PAG
536
Private Advisor Group
New Jersey
$15.7M
MIF
537
Mediolanum International Funds
Ireland
$15.7M
BT
538
Banque Transatlantique
France
$15.6M
KRS
539
Kentucky Retirement Systems
Kentucky
$15.5M
CAM
540
Cresset Asset Management
Illinois
$15.5M
ACA
541
Aptus Capital Advisors
Alabama
$15.4M
PL
542
Parthenon LLC
Kentucky
$15.3M
DADC
543
D.A. Davidson & Co
Montana
$15.3M
UBP
544
Union Bancaire Privee
Switzerland
$15.3M
SI
545
Stephens Inc
Arkansas
$15.1M
SWIG
546
Strategic Wealth Investment Group
Kentucky
$15.1M
BBA
547
BLB&B Advisors
Pennsylvania
$15.1M
UB
548
UMB Bank
Missouri
$15.1M
HI
549
Horizon Investments
North Carolina
$15M
SCA
550
Stonebridge Capital Advisors
Minnesota
$15M