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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
SSWM
2176
Sheets Smith Wealth Management
North Carolina
$376K
IWAO
2177
Independence Wealth Advisors (Ohio)
Ohio
$375K
LCM
2178
Legato Capital Management
California
$375K
FWP
2179
Fiduciary Wealth Partners
Massachusetts
$375K
GWMIA
2180
Global Wealth Management Investment Advisory
Florida
$375K
CFIA
2181
Cantor Fitzgerald Investment Advisors
New York
$374K
AIA
2182
AssuredPartners Investment Advisors
Florida
$371K
ATC
2183
Adirondack Trust Company
New York
$371K
SCA
2184
Sandy Cove Advisors
Massachusetts
$371K
CPCM
2185
Cardinal Point Capital Management
Ontario, Canada
$371K
CT
2186
Coastline Trust
Rhode Island
$371K
MPM
2187
Meritage Portfolio Management
Kansas
$370K
DG
2188
DMC Group
Alabama
$370K
WH
2189
Willner & Heller
California
$369K
DIM
2190
Delta Investment Management
California
$369K
SQA
2191
Simon Quick Advisors
New Jersey
$369K
OWM
2192
Opes Wealth Management
California
$368K
QFW
2193
QTR Family Wealth
Florida
$368K
SIAG
2194
Safeguard Investment Advisory Group
California
$367K
AWM
2195
Atticus Wealth Management
Florida
$367K
FPCP
2196
Fort Point Capital Partners
California
$367K
ANBT
2197
American National Bank & Trust
Texas
$366K
SWA
2198
Strata Wealth Advisors
Texas
$366K
PI
2199
Pettee Investors
Connecticut
$366K
MWM
2200
Meritas Wealth Management
California
$366K