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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
RFL
1026
RD Finance Ltd
Cyprus
$3.35M
PWM
1027
Palumbo Wealth Management
New York
$3.34M +$1.69M +6,812 +117%
PWM
1028
Positano Wealth Management
$3.34M +$3.13M +12,600 New
CC
1029
Courier Capital
New York
$3.33M +$156K +628 +5%
MC
1030
Mathes Company
New York
$3.32M -$9.94K -40 -0.3%
IBOK
1031
Independence Bank of Kentucky
Kentucky
$3.31M +$34.3K +138 +1%
TCM
1032
Twin Capital Management
Pennsylvania
$3.3M -$299K -1,202 -9%
RWM
1033
Rockline Wealth Management
New York
$3.3M +$24.4K +98 +0.8%
KWA
1034
Kingswood Wealth Advisors
California
$3.29M +$560K +2,253 +22%
IIA
1035
IPG Investment Advisors
California
$3.29M +$103K +416 +3%
PWG
1036
Portside Wealth Group
Utah
$3.28M +$1.46M +5,855 +89%
WAS
1037
Winch Advisory Services
Wisconsin
$3.28M -$129K -521 -4%
TPA
1038
Trivium Point Advisory
Connecticut
$3.27M -$55.7K -224 -2%
HIP
1039
Harrell Investment Partners
Texas
$3.26M -$6.71K -27 -0.2%
RMC
1040
Resources Management Corp
Connecticut
$3.25M +$45.7K +184 +2%
RT
1041
Rockland Trust
Massachusetts
$3.25M -$200K -803 -6%
CIG
1042
Cullen Investment Group
Louisiana
$3.23M -$730K -2,938 -19%
AC
1043
AlphaCore Capital
California
$3.22M +$881K +3,546 +41%
KLWA
1044
Kelly Lawrence W & Associates
California
$3.21M +$55.9K +225 +2%
KAS
1045
KPP Advisory Services
Kentucky
$3.21M -$33.8K -136 -1%
MWM
1046
Marion Wealth Management
Pennsylvania
$3.21M +$235K +944 +7%
MG
1047
Mather Group
Illinois
$3.2M +$361K +1,453 +14%
MYIA
1048
Mount Yale Investment Advisors
Colorado
$3.2M +$1.54M +6,190 +105%
AAP
1049
Arax Advisory Partners
Colorado
$3.19M -$951K -3,826 -24%
GCM
1050
GKV Capital Management
California
$3.19M +$1.68M +6,774 +129%