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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
SR
2726
Swiss Re
Switzerland
$27.6K
CC
2727
Corsicana & Co
Texas
$27.3K
LWMI
2728
Legacy Wealth Management (Idaho)
Idaho
$27.3K
LB
2729
Legacy Bridge
Iowa
$27.3K
RFA
2730
Reyes Financial Architecture
California
$27K
SRCM
2731
Signature Resources Capital Management
California
$27K
CAM
2732
Chesapeake Asset Management
New York
$26.8K
APW
2733
Atlantic Private Wealth
North Carolina
$26.5K
TC
2734
Tacita Capital
Ontario, Canada
$26.5K
AWM
2735
Ameliora Wealth Management
Switzerland
$26.5K
BOTPPF
2736
Board of the Pension Protection Fund
United Kingdom
$26.5K
KCM
2737
Key Capital Management
Tennessee
$26.5K
GWM
2738
Gilpin Wealth Management
Colorado
$26.5K
CMP
2739
Coston McIsaac & Partners
Maine
$26K
CF
2740
Collier Financial
Colorado
$25.1K
CRI
2741
Commonwealth Retirement Investments
Virginia
$25K
DPW
2742
DiNuzzo Private Wealth
Pennsylvania
$24.9K
SIS
2743
Strategic Investment Solutions
Illinois
$24.7K
API
2744
Asset Planning Inc
California
$24.6K
GIM
2745
Groesbeck Investment Management
New Jersey
$24K
IIM
2746
IFC & Insurance Marketing
California
$24K
CFS
2747
Compass Financial Services
Iowa
$23.6K
CA
2748
Centerpoint Advisors
Massachusetts
$23K
PK
2749
Pflug Koory
Nebraska
$22.5K
EF
2750
Entrust Financial
Pennsylvania
$21.7K