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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
PAM
3026
PVG Asset Management
Colorado
HC
3027
Headland Capital
South Carolina
SAW
3028
Signal Advisors Wealth
Michigan
CIS
3029
Custom Index Systems
New York
SFG
3030
Sovereign Financial Group
Connecticut
MAG
3031
Mayfair Advisory Group
Alabama
MRI
3032
Mad River Investors
Massachusetts
WF
3033
Whelan Financial
California
KWM
3034
Kingsman Wealth Management
Florida
SW
3035
SkyOak Wealth
Michigan
WEG
3036
World Equity Group
Illinois
KWM
3037
KW Wealth Management
California
CW
3038
Code Waechter
Florida
WWC
3039
Waypoint Wealth Counsel
Georgia
TCWM
3040
Total Clarity Wealth Management
Illinois
BAS
3041
Brueske Advisory Services
Washington
XC
3042
XY Capital
Hong Kong
SAS
3043
Spurstone Advisory Services
Connecticut
FF
3044
Francis Financial
ABWM
3045
Alpine Bank Wealth Management
Colorado
ORAM
3046
One River Asset Management
Connecticut
LCM
3047
Lattice Capital Management
Washington
JWM
3048
JPL Wealth Management
Colorado
NCM
3049
Northwest Capital Management
Oregon
PPA
3050
Pilgrim Partners Asia
Singapore