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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
KWM
2501
Keebeck Wealth Management
Illinois
$224K
NWML
2502
Nolet Wealth Management, LLC
Texas
$224K
RFA
2503
Resurgent Financial Advisors
Georgia
$224K
WIM
2504
Warwick Investment Management
Texas
$224K
AWA
2505
Archvest Wealth Advisors
California
$223K
KA
2506
KDT Advisors
New York
$222K
F8IS
2507
Figure 8 Investment Strategies
Idaho
$222K
LWM
2508
LeConte Wealth Management
Tennessee
$221K
IA
2509
Insight Advisors
Pennsylvania
$221K
BWP
2510
BlueStem Wealth Partners
Minnesota
$221K
RA
2511
Rise Advisors
New York
$220K
PWM
2512
Puff Wealth Management
New Jersey
$220K
HFS
2513
Hughes Financial Services
Virginia
$220K
CWM
2514
Collaborative Wealth Management
Florida
$220K
WPA
2515
West Paces Advisors
Georgia
$219K
GKIM
2516
GW&K Investment Management
Massachusetts
$219K
DWM
2517
Daner Wealth Management
Georgia
$219K
ESBC
2518
E.S. Barr & Co
Kentucky
$219K
PA
2519
PSI Advisors
Florida
$219K
AFO
2520
Allie Family Office
Florida
$218K
WKSWA
2521
White Knight Strategic Wealth Advisors
New Jersey
$217K
CV
2522
Counterweight Ventures
North Carolina
$217K
GWP
2523
Gateway Wealth Partners
Wisconsin
$216K
MFWP
2524
Mosaic Family Wealth Partners
Missouri
$216K
PSF
2525
Pacific Sun Financial
California
$215K