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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
GPW
2526
Gentry Private Wealth
Kansas
$215K
WAM
2527
Weatherly Asset Management
California
$215K
JCM
2528
Janney Capital Management
Pennsylvania
$214K
PFM
2529
Phillips Financial Management
Indiana
$214K
SPWM
2530
Spartan Planning & Wealth Management
North Carolina
$213K
PCP
2531
Panoramic Capital Partners
Oregon
$212K
GIP
2532
Greatmark Investment Partners
Georgia
$212K
WDG
2533
Wealth Dimensions Group
Ohio
$210K
BPC
2534
Bearing Point Capital
Minnesota
$210K
CCMW
2535
Cypress Capital Management (Wyoming)
Wyoming
$210K
WSWA
2536
Warren Street Wealth Advisors
California
$210K
AWM
2537
Abound Wealth Management
Tennessee
$210K
GRR
2538
Golden Reserve Retirement
Ohio
$210K
AWM
2539
Activest Wealth Management
Florida
$210K
MSA
2540
McAlister Sweet & Associates
Texas
$210K
BMM
2541
Berkshire Money Management
Massachusetts
$210K
BH
2542
Burk Holdings
Oklahoma
$208K
TA
2543
Teramo Advisors
Florida
$208K
MSFS
2544
Main Street Financial Solutions
Pennsylvania
$208K
AWA
2545
Argo Wealth Advisory
Virginia
$208K
ACG
2546
Allen Capital Group
Nebraska
$207K
KFA
2547
Kelleher Financial Advisors
New York
$206K
TA
2548
TruWealth Advisors
Louisiana
$206K
SI
2549
Saxon Interests
Texas
$206K
BFA
2550
Benedict Financial Advisors
Georgia
$206K