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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
CWM
2826
Copia Wealth Management
Oregon
$4.5K
LAM
2827
Lummis Asset Management
Texas
$4.24K
LC
2828
Luminist Capital
Michigan
$3.97K
GFL
2829
Granite FO LLC
New Hampshire
$3.71K
HIMS
2830
Hager Investment Management Services
New Hampshire
$3.44K
NECFA
2831
New England Capital Financial Advisors
Connecticut
$3.21K
BFM
2832
Brooklands Fund Management
United Kingdom
$3.18K
KFG
2833
Kingdom Financial Group
Arizona
$3.02K
FS
2834
Financially Speaking
Colorado
$2.91K
FC
2835
Family CFO
California
$2.91K
MSWA
2836
Marshall & Sterling Wealth Advisors
New York
$2.68K
CB
2837
Centennial Bank
Arkansas
$2.65K
1NWS
2838
1 North Wealth Services
Maryland
$2.65K
MAM
2839
Morse Asset Management
Connecticut
$2.65K
DCM
2840
Davis Capital Management
Florida
$2.65K
PIS
2841
POM Investment Strategies
North Carolina
$2.39K
TLCM
2842
Twin Lakes Capital Management
California
$2.14K
BFS
2843
Beacon Financial Strategies
North Carolina
$2.12K
GWSA
2844
Global Wealth Strategies & Associates
Colorado
$2.12K
RG
2845
RHL Group
Michigan
$2.12K
DF
2846
DecisionPoint Financial
Arizona
$1.85K
CFG
2847
Clayton Financial Group
Missouri
$1.85K
ICCON
2848
Investment Counsel Company of Nevada
Nevada
$1.59K
BIM
2849
Breakwater Investment Management
Washington
$1.59K
MI
2850
Motiv8 Investments
Florida
$1.55K