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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
BCA
2076
Bay Colony Advisors
Massachusetts
$439K
KOC
2077
Koss-Olinger Consulting
Florida
$438K
LSIA
2078
LaSalle St. Investment Advisors
Illinois
$437K
ONSWM
2079
Old North State Wealth Management
North Carolina
$435K
CL
2080
CVFG LLC
Indiana
$435K
EP
2081
EPIQ Partners
Minnesota
$435K
LEA
2082
Legacy Edge Advisors
New York
$434K
CAM
2083
Claret Asset Management
Quebec, Canada
$434K
OWMIAS
2084
One Wealth Management Investment & Advisory Services
Florida
$432K
ACM
2085
Arcataur Capital Management
Wisconsin
$431K
SFGM
2086
Stonebridge Financial Group (Missouri)
Missouri
$430K
RWA
2087
Rooted Wealth Advisors
Illinois
$430K
HFS
2088
Howard Financial Services
Texas
$429K
SSCA
2089
South Shore Capital Advisors
Massachusetts
$427K
GAA
2090
Guardian Asset Advisors
Pennsylvania
$426K
GAM
2091
Gemmer Asset Management
California
$426K
ARC
2092
Advisor Resource Council
Texas
$425K
SMFG
2093
Sumitomo Mitsui Financial Group
Japan
$424K
BFA
2094
Beaumont Financial Advisors
Massachusetts
$423K
MSA
2095
Marino Stram & Associates
Massachusetts
$422K
LWM
2096
LJI Wealth Management
Indiana
$422K
FCG
2097
Fielder Capital Group
Tennessee
$421K
SSA
2098
Sierra Summit Advisors
Nevada
$420K
VC
2099
Veery Capital
Delaware
$420K
CA
2100
Cornerstone Advisory
Maryland
$418K