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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
MWM
2351
Momentous Wealth Management
Washington
$289K
EW
2352
Element Wealth
Mississippi
$288K
UAS
2353
United Asset Strategies
New York
$287K
AIS
2354
AM Investment Strategies
Tennessee
$287K
FWM
2355
Forza Wealth Management
Florida
$287K
SIS
2356
Sound Income Strategies
Florida
$286K
TCM
2357
Traynor Capital Management
Pennsylvania
$286K
TSW
2358
Three Seasons Wealth
Utah
$285K
FHC
2359
First Heartland Consultants
Missouri
$285K
TWM
2360
Tradition Wealth Management
Minnesota
$284K
CCA
2361
Carrera Capital Advisors
Michigan
$284K
CSA
2362
Cottage Street Advisors
Massachusetts
$283K
FWM
2363
Focused Wealth Management
New York
$283K
OC
2364
Oarsman Capital
Wisconsin
$282K
NIM
2365
Northeast Investment Management
Massachusetts
$281K
CCM
2366
Chaney Capital Management
Washington
$279K
VPW
2367
Variant Private Wealth
Virginia
$279K
MMM
2368
Mendel Money Management
Illinois
$279K
CFO
2369
Collective Family Office
Pennsylvania
$279K
5NPW
2370
55 North Private Wealth
Florida
$279K
BI
2371
Beckerman Institutional
New Jersey
$278K
MFS
2372
Madrona Financial Services
Washington
$277K
GCS
2373
Gordian Capital (Singapore)
Singapore
$276K
SPC
2374
Spirepoint Private Client
Florida
$276K
DIP
2375
DT Investment Partners
Pennsylvania
$275K