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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
CSIC
2451
Clifford Swan Investment Counsel
California
$246K
MBI
2452
May Barnhard Investments
Maryland
$246K
CIA
2453
Cladis Investment Advisory
Montana
$246K
NCTC
2454
New Covenant Trust Company
Indiana
$246K
FGC
2455
First Growth Capital
Maryland
$245K
CAWM
2456
Capital Advisors Wealth Management
Washington
$245K
FF
2457
Foronjy Financial
California
$245K
TWM
2458
Topsail Wealth Management
North Carolina
$244K
TWP
2459
Tempus Wealth Planning
California
$244K
GA
2460
GoalVest Advisory
New York
$243K
CA
2461
Cannon Advisors
North Carolina
$243K
NBWM
2462
North Berkeley Wealth Management
California
$243K
CAM
2463
Clark Asset Management
New Hampshire
$243K
AWM
2464
Alterna Wealth Management
Texas
$242K
HW
2465
Hamilton Wealth
California
$241K
CRI
2466
Colonial River Investments
Virginia
$241K
LW
2467
Libra Wealth
California
$241K
FLFS
2468
Family Legacy Financial Solutions
North Carolina
$240K
PP
2469
Postrock Partners
Oregon
$239K
MCI
2470
MRP Capital Investments
Georgia
$239K
WA
2471
Westfuller Advisors
New York
$239K
EWM
2472
Elite Wealth Management
Washington
$238K
W
2473
Wealthquest
Ohio
$238K
VI
2474
VanderPol Investments
Michigan
$238K
SSWG
2475
Seven Springs Wealth Group
Tennessee
$238K