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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
PBK
2276
Peoples Bank (Kansas)
Kansas
$323K
DW30
2277
Drucker Wealth 3.0
New Jersey
$323K
TC
2278
Truvestments Capital
Florida
$323K
EWM
2279
Elevation Wealth Management
Minnesota
$322K
SWA
2280
Serenus Wealth Advisors
California
$322K
TW
2281
Titan Wealth
$322K
SC
2282
Solstein Capital
California
$322K
WJWM
2283
Williams Jones Wealth Management
New York
$321K
SAM
2284
Summit Asset Management
Tennessee
$321K
PCM
2285
Palisade Capital Management
New Jersey
$320K
HB
2286
Horizon Bancorp
Indiana
$320K
E
2287
Evansbrook
Illinois
$319K
MMCM
2288
Murphy & Mullick Capital Management
New York
$318K
RB
2289
Rodgers Brothers
Pennsylvania
$318K
LSV Asset Management
2290
LSV Asset Management
Illinois
$318K
KFS
2291
Kurt F. Somerville
$316K
AI
2292
Accredited Investors
Minnesota
$316K
SMC
2293
Smith, Moore & Co
Missouri
$315K
CH
2294
Canton Hathaway
Rhode Island
$315K
HL
2295
HeadInvest LLC
Maine
$314K
AGC
2296
Aspen Grove Capital
Colorado
$314K
TWP
2297
Triad Wealth Partners
Kansas
$314K
PWAM
2298
Pinnacle West Asset Management
Wyoming
$314K
MJP
2299
Michael J. Puzo
$314K
OWM
2300
OneAscent Wealth Management
Alabama
$313K