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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
TF
2601
Tompkins Financial
New York
$146K
PGAM
2602
Princeton Global Asset Management
New Jersey
$144K
PWAM
2603
Private Wealth Asset Management
Iowa
$143K
MWM
2604
Mascoma Wealth Management
New Hampshire
$137K
NMG
2605
New Millennium Group
Utah
$136K
BIA
2606
Bell Investment Advisors
California
$136K
VFM
2607
Vision Financial Markets
Connecticut
$136K
BCPWM
2608
Bradley & Co Private Wealth Management
Florida
$135K
1IA
2609
1620 Investment Advisors
Massachusetts
$134K
SL
2610
Salomon & Ludwin
Virginia
$133K
FMP
2611
Financial Management Professionals
Texas
$131K
GAG
2612
Goodman Advisory Group
Massachusetts
$129K
FFA
2613
Frazier Financial Advisors
Ohio
$124K
BDL
2614
Banque de Luxembourg
Luxembourg
$122K
BCM
2615
Boreal Capital Management
Florida
$121K
AT
2616
Arlington Trust
Alabama
$121K
TPBG
2617
Turning Point Benefit Group
Maryland
$120K
MAM
2618
Magellan Asset Management
Australia
$118K
AIM
2619
Arcadia Investment Management
Michigan
$118K
FNWA
2620
Financial Network Wealth Advisors
Utah
$118K
BHWM
2621
Beaird Harris Wealth Management
Texas
$116K
OAJ
2622
Ogorek Anthony Joseph
New York
$113K
PW
2623
Pandora Wealth
Illinois
$109K
AP
2624
Atwood & Palmer
Missouri
$108K
RPA
2625
Redwood Park Advisors
California
$108K