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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
DFA
2626
DHJJ Financial Advisors
Illinois
$107K
ACA
2627
Atlas Capital Advisors
Wyoming
$105K
CPG
2628
Cornerstone Planning Group
New Jersey
$104K
HPWM
2629
High Point Wealth Management
New Jersey
$103K
EPW
2630
Evergreen Private Wealth
Colorado
$102K
FA
2631
FSA Advisors
Michigan
$101K
1GI
2632
180 GPS Investments
$99.6K
CH
2633
CDKV Holdings
Colorado
$96.7K
TAM
2634
Tucker Asset Management
Colorado
$96.4K
MAM
2635
Meeder Asset Management
Ohio
$95.9K
KAS
2636
Kemnay Advisory Services
New York
$95.9K
PWMG
2637
Private Wealth Management Group
New Jersey
$95.4K
CSC
2638
Caldwell Sutter Capital
California
$95.1K
TM
2639
Torren Management
California
$94.2K
CWM
2640
Consultiva Wealth Management
Puerto Rico
$93K
FPB
2641
First PREMIER Bank
South Dakota
$92K
RFG
2642
REAP Financial Group
Texas
$91.4K
NEWAS
2643
N.E.W. Advisory Services
Wisconsin
$90.4K
JAM
2644
JCIC Asset Management
Ontario, Canada
$90.1K
SWIM
2645
Smallwood Wealth Investment Management
New Jersey
$89.6K
FDCP
2646
Foster Dykema Cabot & Partners
Massachusetts
$88.4K
EPAM
2647
Evelyn Partners Asset Management
$88K
ECM
2648
Estabrook Capital Management
New York
$87.7K
FP
2649
Financial Perspectives
Minnesota
$86.7K
LFASL
2650
Lugano Financial Advisors SA (LFA)
Switzerland
$86.4K