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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
DWA
2801
Delos Wealth Advisors
Texas
$8.48K
WCM
2802
Westend Capital Management
California
$8.48K
GIM
2803
Gold Investment Management
Alberta, Canada
$8.21K
HFM
2804
Hartford Financial Management
Connecticut
$7.95K
CAM
2805
Costello Asset Management
Pennsylvania
$7.72K
MCA
2806
McGuire Capital Advisors
Oklahoma
$7.42K
FW
2807
Fairway Wealth
Ohio
$7.42K
SA
2808
Scarborough Advisors
Maryland
$7.15K
ACM
2809
Anfield Capital Management
California
$7.15K
MSL
2810
Monetary Solutions, Ltd
Ohio
$6.89K
WW
2811
Winnow Wealth
Texas
$6.63K
BC
2812
Bulwark Capital
Florida
$6.62K
TFA
2813
Toth Financial Advisory
Virginia
$6.62K
SC
2814
Stephens Consulting
Michigan
$6.09K
JGIA
2815
Jackson Grant Investment Advisers
Connecticut
$5.83K
WOSD
2816
WFA of San Diego
California
$5.83K
DWM
2817
Darwin Wealth Management
Florida
$5.6K
AF
2818
Alerus Financial
North Dakota
$5.56K
KFP
2819
Kerr Financial Planning
California
$5.13K
VWWMG
2820
Vermillion & White Wealth Management Group
Pennsylvania
$5.03K
MTI
2821
Merrithew & Thorsten Inc
California
$5K
RIAS
2822
Rachor Investment Advisory Services
Michigan
$4.8K
FA
2823
Fountainhead AM
New Jersey
$4.77K
SFS
2824
Sunrise Financial Services
Washington
$4.77K
HWA
2825
HHM Wealth Advisors
Tennessee
$4.5K