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Salesforce

2,866 hedge funds and large institutions have $248B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 1,071 increasing their positions, 1,219 reducing their positions, and 205 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: $

7.19% more ownership

Funds ownership: 79.41%86.6% (+7.2%)

3% more funds holding

Funds holding: 2,7892,866 (+77)

12% less repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,219

Holders
2,866
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
$7.03B
Puts
$6.1B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$590M
3 -$476M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
5
Amundi
Amundi
France
-$462M
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
2476
Global Endowment Management
North Carolina
$238K
ERWM
2477
Elk River Wealth Management
Colorado
$238K
RWM
2478
Rialto Wealth Management
New York
$237K
BWL
2479
Bogart Wealth LLC
Virginia
$236K
JCM
2480
Jag Capital Management
Missouri
$236K
KFGK
2481
Keystone Financial Group (Kentucky)
Kentucky
$236K
DWP
2482
Destiny Wealth Partners
Florida
$234K
CG
2483
Clifford Group
Massachusetts
$234K
KCPG
2484
Kavar Capital Partners Group
Kansas
$233K
GG
2485
Gleason Group
Kentucky
$232K
VCM
2486
Vivaldi Capital Management
Illinois
$231K
GTAM
2487
Global Trust Asset Management
Florida
$231K
GT
2488
GreatBanc Trust
Illinois
$230K
GG
2489
Greenwood Gearhart
Arkansas
$230K
RIA
2490
Realta Investment Advisors
Delaware
$229K
JWA
2491
JFS Wealth Advisors
Pennsylvania
$228K
ECM
2492
Elgethun Capital Management
South Dakota
$228K
MPCL
2493
My Personal CFO LLC
Washington
$228K
AFM
2494
Armstrong Fleming & Moore
District of Columbia
$227K
PCMNC
2495
Piedmont Capital Management (North Carolina)
North Carolina
$227K
MAM
2496
McLean Asset Management
Virginia
$227K
IFPG
2497
Intrepid Financial Planning Group
Indiana
$226K
TWPM
2498
Total Wealth Planning & Management
Florida
$225K
OCA
2499
Odyssey Capital Advisors
Pennsylvania
$225K
BFS
2500
Burkett Financial Services
South Carolina
$225K