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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
SC
2701
Steph & Co
Wisconsin
$42.1K
GAFA
2702
Garton & Associates Financial Advisors
Kentucky
$42K
AF
2703
Abound Financial
California
$38.4K
CI
2704
Clal Insurance
Israel
$38K
PP
2705
Pacifica Partners
Canada
$37.8K
IWM
2706
IMG Wealth Management
Florida
$37.4K
GJIA
2707
Glass Jacobson Investment Advisors
Maryland
$37.1K
RCM
2708
Raleigh Capital Management
North Carolina
$36.7K
QWM
2709
Quaker Wealth Management
New Jersey
$36K
GFA
2710
Godfrey Financial Associates
New York
$35.8K
PCTC
2711
Perkins Coie Trust Company
Washington
$35.8K
DCM
2712
Dorato Capital Management
Colorado
$35K
IWP
2713
IAG Wealth Partners
Wisconsin
$34.4K
POIA
2714
Pin Oak Investment Advisors
Texas
$34K
AW
2715
Avion Wealth
Texas
$34K
RWS
2716
Retirement Wealth Solutions
Wisconsin
$33.3K
CMA
2717
Cedar Mountain Advisors
Oregon
$32.5K
AP
2718
Aspect Partners
Virginia
$32.3K
CWM
2719
Cedar Wealth Management
California
$31K
BC
2720
Barrett & Company
Rhode Island
$29.1K
DWM
2721
Dogwood Wealth Management
Kansas
$28.6K
TCM
2722
Tradewinds Capital Management
Washington
$28.4K
HHGA
2723
Halbert Hargrove Global Advisors
California
$27.9K
MPW
2724
MASECO Private Wealth
$27.6K
BFP
2725
Birchwood Financial Partners
Minnesota
$27.6K