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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
VCP
2151
Verus Capital Partners
Arizona
$392K
CC
2152
Cypress Capital
Tennessee
$391K
TC
2153
Tannin Capital
North Carolina
$391K
VW
2154
Vantus Wealth
Pennsylvania
$389K
FMN
2155
Financial Management Network
California
$389K
LRWA
2156
Long Run Wealth Advisors
New York
$389K
GA
2157
GFS Advisors
Texas
$389K
OWP
2158
ORG Wealth Partners
Texas
$388K
TCM
2159
Tandem Capital Management
New Jersey
$388K
SFC
2160
SYM Financial Corp
Indiana
$385K
MW
2161
MBL Wealth
North Carolina
$385K
RF
2162
Rossby Financial
Florida
$384K
TCM
2163
Triumph Capital Management
Colorado
$383K
BWM
2164
BlackDiamond Wealth Management
New York
$383K
CPWA
2165
Cerro Pacific Wealth Advisors
California
$383K
SAM
2166
Sagewood Asset Management
New York
$383K
LCWP
2167
Legacy Capital Wealth Partners
Arkansas
$382K
BWS
2168
Broadway Wealth Solutions
Texas
$382K
OFG
2169
Oxford Financial Group
Indiana
$381K
BWA
2170
Bestgate Wealth Advisors
Maryland
$381K
SCG
2171
Sonata Capital Group
Washington
$381K
HI
2172
Hudock Inc
Pennsylvania
$380K
EFG
2173
Ethos Financial Group
Pennsylvania
$380K
RIS
2174
Retirement Income Solutions
Michigan
$377K
FG
2175
Foster Group
Iowa
$377K