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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
CCMT
2126
CMT Capital Markets Trading
Germany
$406K
TCM
2127
Telos Capital Management
California
$405K
DE
2128
DV Equities
Illinois
$405K
AA
2129
Auxano Advisors
Washington
$404K
HP
2130
Holistic Planning
Texas
$403K
DIM
2131
DLK Investment Management
California
$403K
RRA
2132
Round Rock Advisors
Connecticut
$402K
MPCA
2133
Madison Park Capital Advisors
Washington
$401K
VA
2134
Verdad Advisers
Massachusetts
$401K
LWM
2135
Lionshead Wealth Management
New York
$400K
WWM
2136
Westwood Wealth Management
California
$400K
CRB
2137
Chad R. Baker
$400K
TW
2138
TritonPoint Wealth
Maryland
$400K
BB
2139
Busey Bank
Illinois
$399K
BRIA
2140
Balanced Rock Investment Advisors
Massachusetts
$399K
DWA
2141
Delap Wealth Advisory
Oregon
$398K
HA
2142
Harbor Advisors
Florida
$397K
BMCM
2143
Black Maple Capital Management
Wisconsin
$397K
CQWA
2144
Chokshi & Queen Wealth Advisors
California
$397K
KCM
2145
Kathmere Capital Management
Pennsylvania
$397K
HCM
2146
Hengehold Capital Management
Ohio
$396K
FNBT
2147
FineMark National Bank & Trust
Florida
$395K
WF
2148
Womack Financial
Texas
$394K
FAT
2149
First American Trust
California
$393K
BMC
2150
Beaton Management Company
Massachusetts
$393K