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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
SAM
2401
Stembrook Asset Management
New Jersey
$265K
TDC
2402
Thompson Davis & Co
Virginia
$265K
WTG
2403
West Tower Group
Virginia
$265K
MBWA
2404
Marin Bay Wealth Advisors
California
$264K
BW
2405
Blalock Williams
Alabama
$264K
PWP
2406
Prasad Wealth Partners
Ohio
$264K
CWA
2407
Centennial Wealth Advisory
Michigan
$263K
AIM
2408
Alhambra Investment Management
Florida
$263K
RIA
2409
Regal Investment Advisors
Michigan
$263K
BOC
2410
Bull Oak Capital
California
$261K
HPM
2411
Hoxton Planning & Management
West Virginia
$261K
HWA
2412
Heritage Wealth Advisors
Virginia
$261K
CAS
2413
Coppell Advisory Solutions
Texas
$259K
BFWA
2414
Benchmark Financial Wealth Advisors
Florida
$259K
CA
2415
COFG Advisors
Illinois
$259K
AAMA
2416
Advanced Asset Management Advisors
Ohio
$258K
SIM
2417
SSI Investment Management
California
$258K
MA
2418
MCF Advisors
Kentucky
$258K
CAAS
2419
Capital Asset Advisory Services
Michigan
$257K
TA
2420
Tactive Advisors
Florida
$257K
RS
2421
Retirement Solution
Washington
$257K
IP
2422
Indivisible Partners
Florida
$257K
FA
2423
Fermata Advisors
California
$257K
LWP
2424
LeClair Wealth Partners
Ohio
$256K
SIC
2425
Sigma Investment Counselors
Michigan
$256K