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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
AI
2026
AdvisorShares Investments
Maryland
$485K
MP
2027
Moment Partners
California
$485K
ACA
2028
Affinity Capital Advisors
California
$483K
TW
2029
Traveka Wealth
California
$483K
HIC
2030
Hartline Investment Corp
Illinois
$483K
EWA
2031
Encompass Wealth Advisors
Oregon
$481K
WC
2032
Waterloo Capital
Texas
$479K
BMC
2033
Benin Management Corp
Connecticut
$479K
CRWM
2034
Castle Rock Wealth Management
California
$477K
WA
2035
Waddell & Associates
Tennessee
$476K
VIM
2036
Vista Investment Management
Pennsylvania
$474K
AIMA
2037
Ables Iannone Moore & Associates
Georgia
$471K
WCM
2038
Wedge Capital Management
North Carolina
$471K
BPFA
2039
Barnes Pettey Financial Advisors
Mississippi
$469K
WG
2040
Welch Group
Alabama
$467K
PSP
2041
Pacific Sage Partners
Washington
$467K
FSA
2042
Franklin Street Advisors
North Carolina
$466K
APW
2043
Austin Private Wealth
Texas
$466K
PWM
2044
Pines Wealth Management
North Carolina
$464K
SWGC
2045
Summit Wealth Group (Colorado)
Colorado
$463K
APWM
2046
Argonautica Private Wealth Management
Massachusetts
$463K
GCA
2047
Gallagher Capital Advisors
Texas
$463K
TFM
2048
TFC Financial Management
Massachusetts
$462K
ML
2049
McAdam LLC
Pennsylvania
$462K
KLCM
2050
KG&L Capital Management
Louisiana
$461K