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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
SIAP
2326
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$300K
MWA
2327
Midland Wealth Advisors
Illinois
$300K
JWM
2328
JGP Wealth Management
Oregon
$300K
A
2329
Argentarii
Ohio
$299K
FCT
2330
First Community Trust
Iowa
$299K
FAM
2331
Forte Asset Management
New York
$298K
KFC
2332
Klingenstein Fields & Co
New York
$298K
WPA
2333
Wealth Preservation Advisors
Tennessee
$297K
RTC
2334
Real Talk Capital
Tennessee
$297K
JC
2335
JB Capital
Connecticut
$297K
GS
2336
GWN Securities
Florida
$296K
PCH
2337
PGIM Custom Harvest
New Jersey
$296K
FOA
2338
Five Oceans Advisors
California
$295K
SYBT
2339
Stock Yards Bank & Trust
Kentucky
$294K
NFA
2340
Northern Financial Advisors
Michigan
$294K
ITIM
2341
Indiana Trust & Investment Management
Indiana
$294K
SCM
2342
SOL Capital Management
Maryland
$293K
FNWM
2343
Financial Network Wealth Management
Utah
$293K
E
2344
Entelevest
Florida
$293K
WE
2345
Wealth Effects
Massachusetts
$293K
GCP
2346
GSA Capital Partners
United Kingdom
$292K
GA
2347
GSG Advisors
New Jersey
$292K
SAA
2348
Southeast Asset Advisors
Georgia
$291K
GCP
2349
Gill Capital Partners
Colorado
$290K
GHA
2350
Granite Harbor Advisors
Texas
$290K