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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
NWMP
2676
Noble Wealth Management PBC
Colorado
$57.8K
TCM
2677
TD Capital Management
Tennessee
$56.2K
SC
2678
Swan Capital
Florida
$55.7K
S
2679
Sachetta
Massachusetts
$55.1K
ME
2680
McIlrath & Eck
Washington
$54.4K
HHMI
2681
Howard Hughes Medical Institute
Maryland
$54.3K
MIM
2682
MTM Investment Management
South Carolina
$53.8K
T
2683
Tidemark
California
$53K
CIAS
2684
CBIZ Investment Advisory Services
Ohio
$52.8K
PWA
2685
Provenance Wealth Advisors
Florida
$52.5K
BTC
2686
Bank & Trust Company
Illinois
$50.3K
PCFFS
2687
Pacific Center for Financial Services
California
$50K
GCM
2688
Gables Capital Management
Florida
$47.9K
BGAI
2689
Bruce G. Allen Investments
Colorado
$46.4K
DCM
2690
Disciplina Capital Management
Tennessee
$46.3K
PWMG
2691
Prestige Wealth Management Group
New Jersey
$46.2K
RWM
2692
RMG Wealth Management
Wisconsin
$44.6K
CIC
2693
Concord Investment Counsel
California
$44K
MG
2694
MilWealth Group
Wisconsin
$43.7K
KG
2695
Kilter Group
New York
$43.7K
NI
2696
NCP Inc
California
$43.2K
MWPCG
2697
Measured Wealth Private Client Group
New Hampshire
$43.2K
BC
2698
Bayforest Capital
United Kingdom
$42.9K
GK
2699
Graney & King
New York
$42.8K
GIA
2700
GHP Investment Advisors
Colorado
$42.5K