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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
AIC
2426
Archer Investment Corporation
Indiana
$256K
GI
2427
Gradient Investments
Minnesota
$256K
OW
2428
Olistico Wealth
Oklahoma
$255K
BSSFA
2429
Baron Silver Stevens Financial Advisors
Florida
$254K
MCC
2430
Money Concepts Capital
Florida
$253K
GSWM
2431
Golden State Wealth Management
California
$252K
WDC
2432
Woodward Diversified Capital
California
$251K
KA
2433
Kozak & Associates
Colorado
$251K
EFL
2434
ERn Financial LLC
Wisconsin
$251K
BWG
2435
Balanced Wealth Group
Ohio
$251K
GAMC
2436
Garner Asset Management Corp
Texas
$250K
HOWA
2437
Hudson Oak Wealth Advisory
New Jersey
$250K
AGA
2438
Arkos Global Advisors
Texas
$250K
AAA
2439
American Alpha Advisors
New York
$250K
CAL
2440
Capital Advisors Ltd
Ohio
$249K
WAM
2441
Weinberger Asset Management
California
$249K
GFG
2442
Greenberg Financial Group
Arizona
$249K
CAM
2443
Congress Asset Management
Massachusetts
$248K
YIM
2444
Yoffe Investment Management
Pennsylvania
$248K
SWMP
2445
Signature Wealth Management Partners
New Jersey
$248K
CAC
2446
Core Alternative Capital
Georgia
$247K
NG
2447
Novem Group
New York
$247K
COFSG
2448
Carbahal Olsen Financial Services Group
California
$246K
MCM
2449
Manchester Capital Management
Vermont
$246K
WSFG
2450
Wall Street Financial Group
Illinois
$246K