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Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 404 | Existing positions closed: 207

48% more funds holding in top 10

Funds holding in top 10: 4059 (+19)

39% more capital invested

Capital invested by funds: $180B → $249B (+$69.4B)

16% more call options, than puts

Call options by funds: $7.1B | Put options by funds: $6.12B

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8052,939 (+134)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
Holders Change
+134
Holders Change %
+4.78%
% of All Funds
35.76%
Holding in Top 10
59
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+47.5%
% of All Funds
0.72%
New
404
Increased
1,082
Reduced
1,232
Closed
207
Calls
$7.1B
Puts
$6.12B
Net Calls
+$975M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
926
Allen Investment Management
New York
$4.41M +$2.41M +9,680 +139%
SAM
927
Secure Asset Management
Michigan
$4.41M +$14.7K +59 +0.4%
TGIA
928
Torrey Growth & Income Advisors
California
$4.38M -$999K -4,019 -20%
JGCM
929
Joseph Group Capital Management
Ohio
$4.38M +$170K +683 +4%
AAM
930
Azzad Asset Management
Virginia
$4.36M +$104K +420 +3%
IRAG
931
Investment Research & Advisory Group
Georgia
$4.34M +$34.8K +140 +0.9%
PCM
932
Parsons Capital Management
Rhode Island
$4.33M -$84.2K -339 -2%
WTC
933
WhitTier Trust Company
Nevada
$4.32M -$414K -1,665 -9%
Boston Partners
934
Boston Partners
Massachusetts
$4.31M -$5.27M -21,208 -57%
AWM
935
Avior Wealth Management
Nebraska
$4.3M +$116K +465 +3%
ANTB
936
AMG National Trust Bank
Colorado
$4.3M +$2.05M +8,268 +104%
ACM
937
Aljian Capital Management
Nevada
$4.29M -$161K -648 -4%
KFBMI
938
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.24M
OAM
939
Ostrum Asset Management
France
$4.24M -$752K -3,028 -16%
CF
940
Centaurus Financial
California
$4.23M -$540K -2,171 -12%
Twin Tree Management
941
Twin Tree Management
Texas
$4.22M -$1.75M -7,040 -31%
SC
942
Sepio Capital
Utah
$4.22M +$205K +826 +5%
AFA
943
Arlington Financial Advisors
California
$4.22M -$45.2K -182 -1%
GI
944
GAMMA Investing
California
$4.21M +$423K +1,703 +12%
MAS
945
Meeder Advisory Services
Ohio
$4.19M +$39.3K +158 +1%
MIC
946
Means Investment Company
Maine
$4.17M -$493K -1,982 -11%
HIM
947
Hillsdale Investment Management
Ontario, Canada
$4.16M -$1.7M -6,835 -30%
CCM
948
Condor Capital Management
New Jersey
$4.16M -$70.3K -283 -2%
GMFG
949
Greater Midwest Financial Group
Minnesota
$4.16M -$280K -1,125 -7%
SCM
950
Sterling Capital Management
North Carolina
$4.15M -$304K -1,223 -7%