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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
ACA
2201
Arsenal Capital Advisors
Pennsylvania
$365K
B
2202
Bensler
Washington
$365K
YWM
2203
Yoder Wealth Management
California
$362K
AW
2204
Alteri Wealth
California
$362K
RDFA
2205
Ritter Daniher Financial Advisory
Ohio
$362K
MR
2206
Munich Reinsurance
$359K
IGGA
2207
Iron Gate Global Advisors
Utah
$358K
BBI
2208
Baxter Bros Inc
Connecticut
$358K
KPWG
2209
KFA Private Wealth Group
Virginia
$358K
WIA
2210
Wetzel Investment Advisors
Indiana
$356K
MA
2211
MJP Associates
Connecticut
$356K
ICP
2212
Impact Capital Partners
Colorado
$355K
SW
2213
SlateStone Wealth
Florida
$355K
CCWL
2214
Coastline Complete Wealth LLC
South Carolina
$354K
JCIA
2215
Jackson Creek Investment Advisors
Colorado
$354K
FMWA
2216
Forvis Mazars Wealth Advisors
Missouri
$353K
WA
2217
Wealth Architects
California
$352K
WBCM
2218
Wilson & Boucher Capital Management
California
$351K
NWWA
2219
New Wave Wealth Advisors
Arkansas
$351K
AWA
2220
Adapt Wealth Advisors
Georgia
$350K
AA
2221
Acorns Advisers
California
$350K
CCM
2222
Consolidated Capital Management
California
$349K
WWM
2223
Wolff Wiese Magana
California
$349K
MC
2224
Machina Capital
France
$348K
FFC
2225
First Financial Corp
Indiana
$348K