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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
WAM
1076
Wolverine Asset Management
Illinois
$3.02M -$4.19M -16,858 -60%
QCM
1077
Qsemble Capital Management
New York
$3.01M -$2.33M -9,382 -45%
VAS
1078
Valicenti Advisory Services
New York
$3.01M -$49.7K -200 -2%
KJHP
1079
K.J. Harrison & Partners
Ontario, Canada
$3M +$2.81M +11,306 New
FHA
1080
Flagship Harbor Advisors
Massachusetts
$2.98M -$1.34M -5,395 -32%
SC
1081
Syon Capital
California
$2.98M +$697K +2,804 +33%
CPC
1082
CFC Planning Company
Indiana
$2.97M +$171K +687 +7%
RC
1083
Roundview Capital
New Jersey
$2.96M +$16.6K +67 +0.6%
LCIP
1084
Life Cycle Investment Partners
$2.94M +$2.76M +11,111 New
1WA
1085
180 Wealth Advisors
Washington
$2.94M -$15.2K -61 -0.5%
PI
1086
PFG Investments
New York
$2.94M -$357K -1,436 -11%
BWG
1087
Boomfish Wealth Group
Georgia
$2.94M -$8.7K -35 -0.3%
GEA
1088
Glen Eagle Advisors
New Jersey
$2.94M +$167K +673 +6%
RA
1089
RFG Advisory
Alabama
$2.94M -$29.1K -117 -1%
RCM
1090
RNC Capital Management
California
$2.93M -$1.99M -8,017 -42%
BHA
1091
Beech Hill Advisors
New York
$2.92M -$243K -977 -8%
BWM
1092
BigSur Wealth Management
Florida
$2.92M
Parallax Volatility Advisers
1093
Parallax Volatility Advisers
California
$2.91M -$3.77M -15,176 -58%
RC
1094
RV Capital
Switzerland
$2.91M
CWP
1095
Concord Wealth Partners
Virginia
$2.91M +$64.4K +259 +2%
JWCA
1096
J.W. Cole Advisors
Florida
$2.9M -$1.45M -5,847 -26%
MW
1097
Maia Wealth
Colorado
$2.89M +$553K +2,226 +17%
SLFPAM
1098
St. Louis Financial Planners Asset Management
Missouri
$2.88M +$2.7M +10,882 New
IA
1099
Icon Advisers
Colorado
$2.88M -$249K -1,000 -8%
SAI
1100
Savvy Advisors Inc
New York
$2.87M +$744K +2,994 +38%