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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
CW
2851
Curio Wealth
Maryland
$1.34K
STB
2852
S&T Bank
Pennsylvania
$1.32K
SA
2853
Seneschal Advisors
Washington
$1.32K
NA
2854
Networth Advisors
Pennsylvania
$1.32K
RWPA
2855
Richard W. Paul & Associates
Michigan
$1.06K
IA
2856
IFS Advisors
Kansas
$1.06K
IPS
2857
Investors Portfolio Services
Washington
$955
CTWM
2858
Cherry Tree Wealth Management
Minnesota
$795
BDPWM
2859
Barnes Dennig Private Wealth Management
Ohio
$795
DSC
2860
Duncker Streett & Co
Missouri
$795
MFP
2861
Meramec Financial Planners
Missouri
$575
CCC
2862
Chelsea Counsel Company
California
$531
RJA
2863
Ross\Johnson & Associates
Minnesota
$530
BWM
2864
Benson Wealth Management
Tennessee
$530
LIA
2865
Luken Investment Analytics
Tennessee
$530
T2I
2866
Turim 21 Investimentos
Brazil
$1
Alyeska Investment Group
2867
Alyeska Investment Group
Illinois
Zurich Cantonal Bank
2868
Zurich Cantonal Bank
Switzerland
Renaissance Technologies
2869
Renaissance Technologies
New York
Voloridge Investment Management
2870
Voloridge Investment Management
Florida
SAG
2871
Susquehanna Advisors Group
Pennsylvania
ROIC
2872
Route One Investment Company
California
DK
2873
DJE Kapital
Germany
IIP
2874
Intermede Investment Partners
United Kingdom
CF
2875
Canoe Financial
Alberta, Canada