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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
WAM
2101
Wakefield Asset Management
Colorado
$417K
AF
2102
Advisornet Financial
Minnesota
$416K
SWM
2103
Seed Wealth Management
Illinois
$416K
PIA
2104
Pinion Investment Advisors
Kansas
$416K
CWA
2105
Cura Wealth Advisors
Illinois
$415K
RIP
2106
Reliant Investment Partners
North Carolina
$415K
PWC
2107
Pathfinder Wealth Consulting
North Carolina
$414K
BW
2108
BXM Wealth
Colorado
$414K
KW
2109
KWB Wealth
California
$414K
FMC
2110
First Merchants Corp
Indiana
$412K
CFO
2111
CVA Family Office
Colorado
$411K
DWA
2112
Dougherty Wealth Advisers
Minnesota
$410K
GWSG
2113
GPS Wealth Strategies Group
Colorado
$410K
CM
2114
Capula Management
Cayman Islands
$410K
CPWM
2115
Cypress Point Wealth Management
Texas
$409K
OPWM
2116
Oregon Pacific Wealth Management
Oregon
$409K
SI
2117
Seeds Investor
New York
$407K
CCP
2118
Cane Capital Partners
Louisiana
$407K
HNW
2119
High Note Wealth
Minnesota
$407K
WC
2120
Westerkirk Capital
$407K
PWMG
2121
Pioneer Wealth Management Group
Texas
$407K
BCP
2122
Berkeley Capital Partners
Georgia
$407K
GAM
2123
Griffin Asset Management
New York
$406K
VAG
2124
VisionPoint Advisory Group
Texas
$406K
FFB
2125
First Financial Bankshares
Texas
$406K