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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
HBT
2226
Heartland Bank & Trust
Illinois
$347K
BLFG
2227
Brian Low Financial Group
Louisiana
$346K
HR
2228
Howe & Rusling
New York
$346K
VF
2229
Vawter Financial
Ohio
$345K
FI
2230
Fosun International
China
$345K
IP
2231
Intellectus Partners
California
$345K
FA
2232
Faithward Advisors
Pennsylvania
$345K
CIA
2233
Caerus Investment Advisors
Texas
$344K
ABTD
2234
Arvest Bank Trust Division
Oklahoma
$344K
1WM
2235
1900 Wealth Management
Texas
$344K
OFO
2236
OneAscent Family Office
Alabama
$343K
AIM
2237
Acropolis Investment Management
Missouri
$342K
MBTD
2238
Mechanics Bank - Trust Department
California
$342K
VC
2239
Veracity Capital
Georgia
$342K
CFGW
2240
Chancellor Financial Group WB
Pennsylvania
$341K
MGI
2241
Miller Global Investments
Texas
$340K
CFSG
2242
Clark Financial Services Group
Missouri
$340K
IP
2243
Isthmus Partners
Wisconsin
$340K
ACA
2244
Aspire Capital Advisors
Washington
$339K
SFWC
2245
Strategic Family Wealth Counselors
New Jersey
$339K
SPW
2246
Signet Private Wealth
Illinois
$339K
GCA
2247
Gradient Capital Advisors
California
$339K
EAM
2248
Empirical Asset Management
Massachusetts
$338K
RL
2249
Rogco LP
Oklahoma
$337K
AAM
2250
Aureus Asset Management
Massachusetts
$337K