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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
FAM
1001
Fairtree Asset Management
South Africa
$3.61M +$2.09M +8,395 +160%
LJHT
1002
Laurie J. Hall Trustee
$3.59M +$421K +1,695 +14%
LNB
1003
Ledyard National Bank
$3.57M -$299K -1,202 -8%
SAM
1004
Stansberry Asset Management
Texas
$3.55M +$8.45K +34 +0.3%
CIA
1005
Cohen Investment Advisors
New Hampshire
$3.55M +$114K +460 +4%
MCM
1006
MV Capital Management
Maryland
$3.55M +$51.2K +206 +2%
AA
1007
Altrafin AG
$3.54M
FWM
1008
Finer Wealth Management
Massachusetts
$3.54M +$163K +655 +5%
CW
1009
CreativeOne Wealth
Kansas
$3.54M +$290K +1,168 +10%
AI
1010
AXS Investments
New York
$3.53M -$43.2K -174 -1%
FRA
1011
Frank Rimerman Advisors
California
$3.51M +$311K +1,251 +10%
GS
1012
GTS Securities
New York
$3.5M +$2.7M +10,885 +467%
EWM
1013
EPG Wealth Management
Georgia
$3.49M +$98.9K +398 +3%
BHWM
1014
Bar Harbor Wealth Management
New Hampshire
$3.49M -$146K -588 -4%
FHC
1015
First Horizon Corporation
Tennessee
$3.47M +$70.8K +285 +2%
CNBT
1016
Canandaigua National Bank & Trust
New York
$3.46M +$274K +1,103 +9%
HAS
1017
HBW Advisory Services
California
$3.45M -$6.46K -26 -0.2%
PAS
1018
Parsonex Advisory Services
Colorado
$3.44M +$252K +1,014 +8%
KCM
1019
Kornitzer Capital Management
Kansas
$3.43M -$76.5K -308 -2%
WAP
1020
Wealthcare Advisory Partners
Pennsylvania
$3.41M +$165K +664 +5%
IWM
1021
IHT Wealth Management
Illinois
$3.4M -$90.2K -363 -3%
MCCP
1022
Mission Creek Capital Partners
California
$3.39M -$35.3K -142 -1%
AG
1023
Advocate Group
Minnesota
$3.38M +$48K +193 +2%
BRWA
1024
B. Riley Wealth Advisors
Florida
$3.38M -$61.1K -246 -2%
GIS
1025
Graphene Investments SAS
France
$3.36M +$99.4K +400 +3%