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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
TFA
2376
Tranquilli Financial Advisor
New Jersey
$275K
BWM
2377
BCS Wealth Management
Tennessee
$274K
LRIA
2378
Leonard Rickey Investment Advisors
Washington
$274K
HIS
2379
Harvest Investment Services
Illinois
$274K
OL
2380
one8zero8 LLC
North Carolina
$273K
IAS
2381
Integrity Advisory Solutions
Texas
$273K
LIA
2382
LBMC Investment Advisors
Tennessee
$272K
OPF
2383
Old Peak Finance
North Carolina
$272K
FFG
2384
Frisch Financial Group
New York
$272K
FIBOI
2385
First International Bank of Israel
$271K
TCOO
2386
Trust Company of Oklahoma
Oklahoma
$271K
CWA
2387
Canvas Wealth Advisors
Kansas
$270K
TWM
2388
TriaGen Wealth Management
California
$270K
SFG
2389
SevenBridge Financial Group
Pennsylvania
$269K
TCMP
2390
Thrive Capital Management (Pennsylvania)
Pennsylvania
$269K
MWP
2391
Meriwether Wealth & Planning
Louisiana
$269K
VAM
2392
Verity Asset Management
North Carolina
$269K
A
2393
AlphaQuest
New York
$269K
KIG
2394
Kennedy Investment Group
New Jersey
$268K
BWP
2395
Balboa Wealth Partners
Arizona
$268K
CCA
2396
Catalyst Capital Advisors
New York
$268K
SFPG
2397
Stonebridge Financial Planning Group
Florida
$268K
HA
2398
Hyposwiss Advisors
$268K
OWA
2399
Opal Wealth Advisors
New York
$265K
LSA
2400
L & S Advisors
California
$265K