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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
ERSOT
576
Employees Retirement System of Texas
Texas
$13.7M
A
577
Allianz
Germany
$13.7M
KWM
578
Kingsview Wealth Management
Oregon
$13.6M
STA
579
Summit Trail Advisors
New York
$13.5M
AIM
580
ARK Investment Management
Florida
$13.5M
WC
581
Whitney & Co
New York
$13.5M
CCM
582
Copeland Capital Management
Pennsylvania
$13.4M
MASUI
583
MIRAE ASSET SECURITIES (USA) INC.
New York
$13.3M
BF
584
BOK Financial
Oklahoma
$13.2M
DPL
585
Danica Pension Livsforsikrings
$13.2M
RRAM
586
River Road Asset Management
Kentucky
$13.2M
OC
587
Oppenheimer & Co
New York
$13.1M
RIA
588
RPG Investment Advisory
California
$13.1M
ACM
589
Alight Capital Management
New York
$13.1M
CIA
590
Concurrent Investment Advisors
Florida
$13.1M
MGWM
591
Marks Group Wealth Management
Minnesota
$13M
RWP
592
RWA Wealth Partners
Massachusetts
$13M
SRC
593
Shufro Rose & Co
New York
$13M
LP
594
LMR Partners
United Kingdom
$12.9M
LSERS
595
Louisiana State Employees Retirement System
Louisiana
$12.9M
LCM
596
LVM Capital Management
Michigan
$12.9M
LMIM
597
Lockheed Martin Investment Management
Maryland
$12.8M
BFA
598
Bragg Financial Advisors
North Carolina
$12.8M
GIBU
599
Gulf International Bank (UK)
United Kingdom
$12.8M
CCM
600
Channing Capital Management
Illinois
$12.7M