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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
MSU
526
Mizuho Securities USA
New York
$16M
MCM
527
Mill Capital Management
North Carolina
$15.9M
AWA
528
Arkadios Wealth Advisors
Georgia
$15.9M
WF
529
WoodTrust Financial
Wisconsin
$15.8M
FVWA
530
Foster Victor Wealth Advisors
South Carolina
$15.7M
AIP
531
ARS Investment Partners
New York
$15.7M
PAG
532
Private Advisor Group
New Jersey
$15.7M
MIF
533
Mediolanum International Funds
Ireland
$15.7M
BT
534
Banque Transatlantique
France
$15.6M
KRS
535
Kentucky Retirement Systems
Kentucky
$15.5M
CAM
536
Cresset Asset Management
Illinois
$15.5M
ACA
537
Aptus Capital Advisors
Alabama
$15.4M
PL
538
Parthenon LLC
Kentucky
$15.3M
DADC
539
D.A. Davidson & Co
Montana
$15.3M
UBP
540
Union Bancaire Privee
Switzerland
$15.3M
SI
541
Stephens Inc
Arkansas
$15.1M
SWIG
542
Strategic Wealth Investment Group
Kentucky
$15.1M
BBA
543
BLB&B Advisors
Pennsylvania
$15.1M
UB
544
UMB Bank
Missouri
$15.1M
HI
545
Horizon Investments
North Carolina
$15M
SCA
546
Stonebridge Capital Advisors
Minnesota
$15M
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$15M
PWM
548
Platform Wealth Management
Utah
$14.9M
SCM
549
Shelton Capital Management
Colorado
$14.9M
NSUP
550
NLB Skladi upravljanje premozenja
$14.7M