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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
TVPW
801
Third View Private Wealth
Connecticut
$6.65M
BG
802
BDF Gestion
France
$6.6M
EWM
803
Evercore Wealth Management
New York
$6.6M
PTB
804
Pioneer Trust Bank
Oregon
$6.58M
WI
805
Wahed Invest
New York
$6.51M
ST
806
Spinnaker Trust
Maine
$6.51M
KRSITF
807
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.51M
MB
808
MidFirst Bank
Oklahoma
$6.5M
CTC
809
Central Trust Company
Missouri
$6.48M
VST
810
Van Strum & Towne
California
$6.45M
KHLMTHM
811
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.42M
VCM
812
Vision Capital Management
Oregon
$6.42M
QPWM
813
Quadrant Private Wealth Management
Pennsylvania
$6.41M
SPC
814
Sigma Planning Corp
Michigan
$6.37M
Nomura Holdings
815
Nomura Holdings
Japan
$6.33M
Two Sigma Investments
816
Two Sigma Investments
New York
$6.32M
SAM
817
SP Asset Management
California
$6.31M
WB
818
Webster Bank
Connecticut
$6.31M
MHIP
819
Mountain Hill Investment Partners
New Jersey
$6.3M
M
820
Mirova
France
$6.26M
VSQM
821
V-Square Quantitative Management
Illinois
$6.25M
JIC
822
Johnson Investment Counsel
Ohio
$6.25M
MM
823
Meridian Management
Arkansas
$6.22M
FM
824
Family Management
New York
$6.22M
WS
825
Wedbush Securities
California
$6.21M