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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
SF
1051
Symphony Financial
Texas
$3.18M -$1.32M -5,306 -31%
SMTF
1052
Sphera Management Technology Funds
Israel
$3.18M +$1.48M +5,940 +98%
GC
1053
Garde Capital
Washington
$3.18M -$1.05M -4,225 -26%
AWA
1054
Aaron Wealth Advisors
Illinois
$3.17M +$977K +3,930 +49%
UBG
1055
United Bank (Georgia)
Georgia
$3.17M +$82K +330 +3%
GGI
1056
GPM Growth Investors
Michigan
$3.17M -$46K -185 -2%
MCB
1057
Morton Community Bank
Illinois
$3.16M +$306K +1,230 +9%
USCWA
1058
U.S. Capital Wealth Advisors
Texas
$3.16M +$185K +744 +7%
CA
1059
Cullinan Associates
Kentucky
$3.15M -$646K -2,600 -18%
NP
1060
NorthRock Partners
Minnesota
$3.14M -$2.45M -9,870 -45%
JGUA
1061
John G. Ullman & Associates
New York
$3.14M -$80.8K -325 -3%
NSB
1062
Norway Savings Bank
Maine
$3.13M +$106K +425 +4%
LFA
1063
Legacy Financial Advisors
Kentucky
$3.13M +$456K +1,833 +18%
GI
1064
GS Investments
Minnesota
$3.1M +$27.1K +109 +0.9%
KOCAA
1065
Knights of Columbus Asset Advisors
Connecticut
$3.09M -$46.5K -187 -2%
AL
1066
Aspiriant LLC
California
$3.08M +$1.86M +7,477 +180%
RCA
1067
Resonant Capital Advisors
Wisconsin
$3.07M +$256K +1,030 +10%
ALAM
1068
Asahi Life Asset Management
Japan
$3.07M +$139K +559 +5%
HCM
1069
Howard Capital Management
Georgia
$3.05M -$3.48K -14 -0.1%
AOWM
1070
Asset One Wealth Management
Washington
$3.05M +$3.59M +14,460 New
HIIFS
1071
Harel Insurance Investments & Financial Services
Israel
$3.05M +$155K +625 +6%
IAN
1072
Integrated Advisors Network
Texas
$3.03M +$239K +963 +9%
NHT
1073
New Hampshire Trust
New Hampshire
$3.03M -$243K -976 -8%
MA
1074
Mutual Advisors
Nebraska
$3.02M -$265K -1,067 -9%
AP
1075
Advisors Preferred
Maryland
$3.02M