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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
KRSITF
801
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.51M
MB
802
MidFirst Bank
Oklahoma
$6.5M
CTC
803
Central Trust Company
Missouri
$6.48M
VST
804
Van Strum & Towne
California
$6.45M
KHLMTHM
805
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.42M
VCM
806
Vision Capital Management
Oregon
$6.42M
QPWM
807
Quadrant Private Wealth Management
Pennsylvania
$6.41M
SPC
808
Sigma Planning Corp
Michigan
$6.37M
Nomura Holdings
809
Nomura Holdings
Japan
$6.33M
Two Sigma Investments
810
Two Sigma Investments
New York
$6.32M
SAM
811
SP Asset Management
California
$6.31M
WB
812
Webster Bank
Connecticut
$6.31M
MHIP
813
Mountain Hill Investment Partners
New Jersey
$6.3M
M
814
Mirova
France
$6.26M
VSQM
815
V-Square Quantitative Management
Illinois
$6.25M
JIC
816
Johnson Investment Counsel
Ohio
$6.25M
MM
817
Meridian Management
Arkansas
$6.22M
FM
818
Family Management
New York
$6.22M
WS
819
Wedbush Securities
California
$6.21M
PT
820
Plimoth Trust
Massachusetts
$6.16M
EIA
821
Eastover Investment Advisors
North Carolina
$6.13M
MWM
822
Meridian Wealth Management
Kentucky
$6.12M
IA
823
IFP Advisors
Florida
$6.12M
DWT
824
Dorsey & Whitney Trust
South Dakota
$6.04M
NFSG
825
Newbridge Financial Services Group
Florida
$6.04M