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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
MAS
2776
MPWM Advisory Solutions
Georgia
$15.2K
AIS
2777
Advocate Investing Services
Maryland
$15K
HIA
2778
HFM Investment Advisors
New Jersey
$14.8K
GWM
2779
Greenline Wealth Management
Florida
$14.7K
SAM
2780
Sherman Asset Management
California
$13.8K
AW
2781
Ankerstar Wealth
Texas
$13.5K
DI
2782
DAGCO Inc
Ohio
$13.5K
RWA
2783
Redmont Wealth Advisors
Illinois
$13.2K
EA
2784
Evolution Advisers
Virginia
$13K
MAFA
2785
MJT & Associates Financial Advisory
Minnesota
$12.2K
PWA
2786
Principia Wealth Advisory
Texas
$12.2K
TFG
2787
Team Financial Group
California
$12K
CTA
2788
Colonial Trust Advisors
South Carolina
$11.9K
FIM
2789
FWL Investment Management
Texas
$11.9K
BFS
2790
Bare Financial Services
Pennsylvania
$11.9K
RCM
2791
Richardson Capital Management
Wisconsin
$11.9K
PS
2792
PayPay Securities
Japan
$11.9K
MBFW
2793
Morton Brown Family Wealth
Pennsylvania
$11.7K
HC
2794
Hurley Capital
New York
$10.4K
BHWM
2795
Bay Harbor Wealth Management
Maryland
$10.3K
DRP
2796
Decker Retirement Planning
Utah
$10.3K
CTB
2797
Country Trust Bank
Illinois
$9.8K
HWM
2798
HighMark Wealth Management
Minnesota
$9.27K
GGI
2799
Godsey & Gibb Inc
Virginia
$9.01K
JWM
2800
Jessup Wealth Management
Ohio
$8.88K