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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
AMPWP
2251
Alvarez & Marsal Private Wealth Partners
Florida
$337K
AOWM
2252
Alpha Omega Wealth Management
Virginia
$337K
SCM
2253
Sitrin Capital Management
California
$336K
IF
2254
Intrua Financial
Texas
$336K
CAGAS
2255
Capital Advisory Group Advisory Services
Minnesota
$335K
BFC
2256
Bedel Financial Consulting
Indiana
$333K
EC
2257
EdgeRock Capital
Colorado
$332K
TFA
2258
Trinity Financial Advisors
Ohio
$331K
RLH
2259
RD Lewis Holdings
Florida
$331K
BC
2260
Brio Consultants
California
$330K
SWM
2261
Scissortail Wealth Management
Oklahoma
$330K
FNBSF
2262
First National Bank Sioux Falls
South Dakota
$330K
RA
2263
Ransom Advisory
Rhode Island
$329K
IJWM
2264
Inman Jager Wealth Management
Mississippi
$328K
OIS
2265
OneAscent Investment Solutions
Alabama
$328K
WP
2266
Westmount Partners
California
$328K
TM
2267
TigerOak Management
New Mexico
$327K
IP
2268
Ignite Planners
California
$327K
RP
2269
Riverwater Partners
Wisconsin
$326K
BBL
2270
Beck Bode LLC
Massachusetts
$326K
XWM
2271
Xcel Wealth Management
Florida
$326K
BCMLT
2272
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K
EFSCE
2273
Enterprise Financial Services Corp (EFSC)
Missouri
$324K
CA
2274
Crewe Advisors
Utah
$323K
BOS
2275
Bank of Stockton
California
$323K