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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
GMA
951
Glassy Mountain Advisors
Maryland
$4.15M +$687K +2,764 +21%
SAI
952
Systematic Alpha Investments
New Jersey
$4.14M
SC
953
SouthState Corp
Florida
$4.14M -$217K -873 -5%
PGFC
954
Peapack-Gladstone Financial Corp
New Jersey
$4.13M +$491K +1,975 +15%
MA
955
Modus Advisors
Minnesota
$4.12M +$316K +1,271 +9%
AF
956
Arrow Financial
New York
$4.12M -$38.5K -155 -1%
HW
957
Hancock Whitney
Mississippi
$4.1M -$429K -1,726 -10%
DLCIG
958
D.L. Carlson Investment Group
New Hampshire
$4.08M -$38.3K -154 -1%
QCG
959
Quadrant Capital Group
Ohio
$4.05M -$1.9M -7,631 -33%
JHCP
960
Jackson Hole Capital Partners
Oklahoma
$4.05M -$277K -1,114 -7%
FIB
961
First Interstate Bank
Montana
$4.04M -$8.7K -35 -0.2%
SCM
962
Stevens Capital Management
Pennsylvania
$4.02M +$3.77M +15,185 New
ES
963
Eagle Strategies
New York
$3.98M -$75.5K -304 -2%
KSCM
964
Kamunting Street Capital Management
Florida
$3.97M +$2.49M +10,000 +200%
FFA
965
Fragasso Financial Advisors
Pennsylvania
$3.96M -$94.7K -381 -2%
B
966
Bailard
California
$3.95M -$1.61M -6,460 -30%
BDL
967
Bey-Douglas LLC
Georgia
$3.95M -$80.5K -324 -2%
MMA
968
Miracle Mile Advisors
California
$3.95M +$727K +2,924 +24%
MWM
969
Mission Wealth Management
California
$3.95M -$630K -2,535 -15%
SCP
970
Sandhill Capital Partners
New York
$3.94M -$454K -1,826 -11%
WAOTB
971
Wealth Advisors of Tampa Bay
Florida
$3.94M -$230K -925 -6%
NB
972
NBT Bank
New York
$3.91M +$106K +426 +3%
HZ
973
Hixon Zuercher
Ohio
$3.9M +$98.4K +396 +3%
WMA
974
West Michigan Advisors
Michigan
$3.87M +$72.3K +291 +2%
CT
975
Caldwell Trust
Florida
$3.86M -$604K -2,430 -14%