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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
WWA
2751
Wealth Watch Advisors
Colorado
$21.2K
AIM
2752
Access Investment Management
Georgia
$21.1K
VWA
2753
Valued Wealth Advisors
Utah
$21K
CWP
2754
Clark Wealth Partners
Illinois
$20.9K
CFM
2755
Cornerstone Financial Management
Massachusetts
$20.7K
WAG
2756
Wiser Advisor Group
Arizona
$20.6K
DMKJ
2757
David M. Knott Jr
$20.4K
AEPWM
2758
Atlantic Edge Private Wealth Management
Florida
$19.6K
UFPG
2759
United Financial Planning Group
New York
$19.6K
VWM
2760
Vermillion Wealth Management
Minnesota
$19.3K
BAM
2761
Bellevue Asset Management
Washington
$18.5K
OC
2762
Optima Capital
Oregon
$18.3K
CJ
2763
Caitlin John
Michigan
$17.5K
BBPWM
2764
Blue Bell Private Wealth Management
Pennsylvania
$17.5K
PSB
2765
Piscataqua Savings Bank
New Hampshire
$17.5K
LA
2766
LM Advisors
California
$17.4K
Q1WB
2767
Quest 10 Wealth Builders
Virginia
$17.4K
FCG
2768
Financial Connections Group
California
$17K
QA
2769
Quattro Advisors
Pennsylvania
$16.8K
TVWM
2770
Tower View Wealth Management
Wisconsin
$16.1K
QL
2771
Quarry LP
New York
$15.9K
ICM
2772
Islay Capital Management
Texas
$15.9K
AS
2773
Altshuler Shaham
Israel
$15.9K
EI
2774
eCIO Inc
Wisconsin
$15.6K
PP
2775
PFS Partners
New Jersey
$15.5K