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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
C
2576
Covestor
United Kingdom
$200K
TSMHT
2577
Thurston Springer Miller Herd & Titak
Indiana
$199K
MSWM
2578
Mowery & Schoenfeld Wealth Management
Illinois
$197K
FRA
2579
Front Row Advisors
California
$191K
OP
2580
ORG Partners
Indiana
$189K
FCAS
2581
First Command Advisory Services
Texas
$187K
KBFS
2582
Kohmann Bosshard Financial Services
Ohio
$183K
DCBT
2583
Dakota Community Bank & Trust
North Dakota
$183K
PB
2584
Prosperity Bancshares
Texas
$181K
TWM
2585
Tripletail Wealth Management
Florida
$181K
BCM
2586
Blume Capital Management
California
$179K
DMBA
2587
Deseret Mutual Benefit Administrators
Utah
$176K
OA
2588
Operose Advisors
Wisconsin
$168K
HWP
2589
Highline Wealth Partners
California
$167K
CHC
2590
City Holding Co
West Virginia
$166K
FDW
2591
Fourth Dimension Wealth
Ohio
$165K
HDIM
2592
Hanson & Doremus Investment Management
Vermont
$163K
SGK
2593
Steigerwald Gordon & Koch
Virginia
$162K
Cohen & Steers
2594
Cohen & Steers
New York
$159K
GC
2595
Globeflex Capital
California
$159K
SFG
2596
Strive Financial Group
Indiana
$158K
PAG
2597
Paladin Advisory Group
Iowa
$156K
TFA
2598
Transamerica Financial Advisors
Florida
$154K
SOW
2599
State of Wyoming
Wyoming
$153K
SN
2600
Sittner & Nelson
Oregon
$151K