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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
BIG
976
Brooklyn Investment Group
New York
$3.86M +$1.03M +4,131 +40%
WP
977
WealthShield Partners
North Carolina
$3.85M +$39.5K +159 +1%
WIC
978
Woodmont Investment Counsel
Tennessee
$3.85M +$8.7K +35 +0.2%
CM
979
Corvex Management
New York
$3.84M
TCOT
980
Trust Company of Toledo
Ohio
$3.83M -$149K -601 -4%
SSWM
981
Smith Salley Wealth Management
North Carolina
$3.82M +$222K +894 +7%
FAB
982
First American Bank
Illinois
$3.82M +$276K +1,109 +8%
O
983
Ossiam
France
$3.81M -$20M -80,481 -85%
CCWM
984
Correct Capital Wealth Management
Missouri
$3.81M +$209K +842 +6%
NIM
985
Nicollet Investment Management
Minnesota
$3.81M -$119K -478 -3%
CWI
986
Conscious Wealth Investments
Florida
$3.81M +$1.6M +6,420 +47%
CCM
987
Collar Capital Management
Wisconsin
$3.81M +$50.9K +205 +1%
RWM
988
Ritholtz Wealth Management
New York
$3.8M +$47.5K +191 +1%
CA
989
CGN Advisors
Kansas
$3.8M +$352K +1,418 +11%
LWANC
990
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.78M -$110K -443 -3%
BFW
991
Brady Family Wealth
Missouri
$3.78M -$64.1K -258 -2%
CAM
992
Cozad Asset Management
Illinois
$3.77M +$43.7K +176 +1%
GIA
993
Gladstone Institutional Advisory
Florida
$3.76M -$773K -3,112 -18%
HWAM
994
Hennion & Walsh Asset Management
New Jersey
$3.75M -$551K -2,219 -14%
CCA
995
Checchi Capital Advisers
California
$3.75M -$245K -987 -7%
Group One Trading
996
Group One Trading
Illinois
$3.74M +$2.23M +8,978 +175%
SC
997
Savant Capital
Illinois
$3.74M -$232K -934 -6%
GJWM
998
Gilliland Jeter Wealth Management
Arkansas
$3.67M -$29.3K -118 -0.8%
VCM
999
Verde Capital Management
Michigan
$3.67M +$249K +1,001 +8%
SWP
1000
Strategic Wealth Partners
Ohio
$3.62M -$7.08M -28,475 -68%