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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
RTL
2651
Red Tortoise LLC
Georgia
$85.9K
AAG
2652
Armstrong Advisory Group
Massachusetts
$83.5K
SIC
2653
SJS Investment Consulting
Ohio
$83.2K
MLA
2654
MB, Levis & Associates
Pennsylvania
$82.4K
LWM
2655
Lodestone Wealth Management
Washington
$82.2K
HFS
2656
Horizon Financial Services
North Carolina
$81.9K
BW
2657
Basepoint Wealth
Iowa
$80.2K
WA
2658
WPG Advisers
Maryland
$78.7K
PWA
2659
Physician Wealth Advisors
Utah
$76K
FC
2660
Financial Consulate
Maryland
$75.8K
PWM
2661
Proathlete Wealth Management
Florida
$72.2K
CBT
2662
Crews Bank & Trust
Florida
$71.8K
DAM
2663
Delta Asset Management
Tennessee
$71K
SHIM
2664
Stone House Investment Management
Pennsylvania
$70.1K
EWP
2665
Elevation Wealth Partners
California
$70K
WSC
2666
Wellington Shields & Co
New York
$69.1K
MHR
2667
Matthew Hamilton Rosenberg
$68.6K
TWD
2668
True Wealth Design
Ohio
$68.6K
AFC
2669
Ares Financial Consulting
California
$66.8K
IUHSA
2670
Itau Unibanco Holding S.A.
Brazil
$64.9K
FCMT
2671
Founders Capital Management (Texas)
Texas
$62.5K
WC
2672
Westwind Capital
New Mexico
$61K
UIA
2673
Ulland Investment Advisors
Minnesota
$60K
CFS
2674
CGC Financial Services
Oregon
$59.1K
PMFA
2675
Plante Moran Financial Advisors
Michigan
$58.9K