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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
FEG
2051
Financial Enhancement Group
Indiana
$458K
JCM
2052
Jacobsen Capital Management
Utah
$458K
DWS
2053
Dynamic Wealth Strategies
California
$458K
SCM
2054
Schnieders Capital Management
California
$457K
TWP
2055
Tyche Wealth Partners
Texas
$456K
FLP
2056
Financial Life Planners
Arizona
$455K
WPC
2057
Waters Parkerson & Co
Louisiana
$454K
TC
2058
TFR Capital
Texas
$454K
KCP
2059
Kera Capital Partners
California
$453K
NEI
2060
Northwest & Ethical Investments
Ontario, Canada
$452K
SPAS
2061
Spectrum Planning & Advisory Services
California
$451K
PB
2062
Pinnacle Bancorp
Nebraska
$450K
MCA
2063
MSH Capital Advisors
Arizona
$449K
LI
2064
LRI Investments
Florida
$447K
STA
2065
Smith Thornton Advisors
Alabama
$447K
AF
2066
Aviso Financial
Ontario, Canada
$447K
DJYG
2067
David J. Yvars Group
Florida
$446K
LT
2068
Legacy Trust
Michigan
$446K
DCM
2069
DGS Capital Management
New Jersey
$446K
TWML
2070
THRYVE WEALTH MANAGEMENT LLC
Texas
$446K
JTWM
2071
Jackson Thornton Wealth Management
Alabama
$445K
WF
2072
Wayfinding Financial
Washington
$443K
PMSA
2073
Patrick M. Sweeney & Associates
Illinois
$442K
JC
2074
JM2 Capital
Oklahoma
$441K
GWAG
2075
Garrett Wealth Advisory Group
Texas
$439K