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Salesforce

2,867 hedge funds and large institutions have $248B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 359 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: 2,7892,867 (+78)

12% less repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,219

Holders
2,867
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
FCM
1976
FirstWave Capital Management
Florida
$522K
BFG
1977
Berger Financial Group
Minnesota
$521K
AA
1978
Apriem Advisors
California
$521K
GA
1979
Greenspring Advisors
Maryland
$519K
EL
1980
EWA LLC
Pennsylvania
$519K
WWA
1981
Wisconsin Wealth Advisors
Wisconsin
$518K
SMA
1982
Seven Mile Advisory
New Jersey
$518K
LWM
1983
Liberty Wealth Management
California
$515K
GWM
1984
GK Wealth Management
Nevada
$515K
VFG
1985
V2 Financial group
Illinois
$514K
APG
1986
Abacus Planning Group
South Carolina
$514K
PFA
1987
Pure Financial Advisors
California
$513K
SL
1988
Sentinus LLC
Illinois
$513K
RWP
1989
Revolve Wealth Partners
New Jersey
$510K
TC
1990
Trilogy Capital
California
$510K
PP
1991
Patron Partners
Texas
$510K
WI
1992
WBI Investments
New Jersey
$509K
BIA
1993
Bigelow Investment Advisors
Maine
$509K
IRC
1994
Investors Research Corp
Georgia
$509K
KIC
1995
Kensington Investment Counsel
California
$508K
CFO
1996
Cambient Family Office
Michigan
$508K
RS
1997
Rakuten Securities
Japan
$507K
BMWS
1998
Brady Martz Wealth Solutions
North Dakota
$507K
AWM
1999
Accel Wealth Management
Iowa
$505K
CIC
2000
Chilton Investment Company
Connecticut
$504K