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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
EFMH
2551
E Fund Management (HK)
Hong Kong
$206K
SWA
2552
SOA Wealth Advisors
New York
$206K
SWM
2553
Shrier Wealth Management
California
$204K
FZCM
2554
Flynn Zito Capital Management
New York
$204K
EB
2555
Exchange Bank
California
$204K
OBGC
2556
O'Brien Greene & Co
Pennsylvania
$203K
TWA
2557
Talisman Wealth Advisors
New Jersey
$203K
BWM
2558
Blossom Wealth Management
California
$203K
VCP
2559
Vista Capital Partners
Oregon
$203K
MSS
2560
Mitchell Sinkler & Starr
Pennsylvania
$203K
CCA
2561
Cora Capital Advisors
New Jersey
$203K
CIP
2562
Castlefield Investment Partners
$203K
BFO
2563
Biltmore Family Office
North Carolina
$202K
WC
2564
Wynn Capital
Georgia
$202K
PMG
2565
Private Management Group
California
$202K
NWM
2566
Nova Wealth Management
Florida
$202K
VC
2567
Vestor Capital
Illinois
$202K
PP
2568
Pingora Partners
Wyoming
$202K
FWP
2569
Falcon Wealth Planning
California
$202K
OC
2570
Oakworth Capital
Alabama
$202K
SA
2571
Strategic Advocates
Utah
$201K
TCM
2572
Tufton Capital Management
Maryland
$201K
EFA
2573
Evernest Financial Advisors
Indiana
$201K
VP
2574
Verum Partners
North Carolina
$201K
WMA
2575
Wealth Management Associates
New Jersey
$201K