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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
AIM
576
ARK Investment Management
Florida
$13.5M
WC
577
Whitney & Co
New York
$13.5M
CCM
578
Copeland Capital Management
Pennsylvania
$13.4M
MASUI
579
MIRAE ASSET SECURITIES (USA) INC.
New York
$13.3M
BF
580
BOK Financial
Oklahoma
$13.2M
DPL
581
Danica Pension Livsforsikrings
$13.2M
RRAM
582
River Road Asset Management
Kentucky
$13.2M
OC
583
Oppenheimer & Co
New York
$13.1M
RIA
584
RPG Investment Advisory
California
$13.1M
ACM
585
Alight Capital Management
New York
$13.1M
CIA
586
Concurrent Investment Advisors
Florida
$13.1M
MGWM
587
Marks Group Wealth Management
Minnesota
$13M
RWP
588
RWA Wealth Partners
Massachusetts
$13M
SRC
589
Shufro Rose & Co
New York
$13M
LP
590
LMR Partners
United Kingdom
$12.9M
LSERS
591
Louisiana State Employees Retirement System
Louisiana
$12.9M
LCM
592
LVM Capital Management
Michigan
$12.9M
LMIM
593
Lockheed Martin Investment Management
Maryland
$12.8M
BFA
594
Bragg Financial Advisors
North Carolina
$12.8M
GIBU
595
Gulf International Bank (UK)
United Kingdom
$12.8M
CCM
596
Channing Capital Management
Illinois
$12.7M
EWA
597
Exencial Wealth Advisors
Oklahoma
$12.6M
PWM
598
Perigon Wealth Management
California
$12.5M
PCIA
599
Prime Capital Investment Advisors
Kansas
$12.5M
FGP
600
Foyston, Gordon, & Payne
Ontario, Canada
$12.5M