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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
AF
1101
Atala Financial
California
$2.87M +$171K +688 +7%
FB
1102
Fulton Bank
Pennsylvania
$2.85M
HCA
1103
Harbour Capital Advisors
Virginia
$2.85M -$31.1K -125 -1%
ACM
1104
Alta Capital Management
Utah
$2.85M -$683K -2,750 -20%
IAS
1105
Insigneo Advisory Services
Florida
$2.84M -$273K -1,100 -9%
SCM
1106
SCS Capital Management
Massachusetts
$2.84M +$33.8K +136 +1%
TAM
1107
Trust Asset Management
Texas
$2.82M -$98.4K -396 -4%
CIA
1108
Capital Investment Advisors
Georgia
$2.82M +$23.9K +96 +0.9%
NFG
1109
Nations Financial Group
Iowa
$2.82M +$160K +644 +6%
OFS
1110
OMC Financial Services
New York
$2.81M -$147K -592 -5%
AC
1111
Avestar Capital
New York
$2.81M -$131K -529 -5%
CWM
1112
Cornerstone Wealth Management
Missouri
$2.8M +$1.52M +6,115 +137%
BL
1113
BFSG LLC
California
$2.8M +$127K +511 +5%
RWB
1114
RMR Wealth Builders
New Jersey
$2.79M +$604K +2,431 +30%
SA
1115
Strategic Advisors
New York
$2.78M +$71.8K +289 +3%
CP
1116
Cornerstone Planning
North Carolina
$2.78M +$2.6M +10,464 New
FGAM
1117
Financial Gravity Asset Management
Texas
$2.78M +$296K +1,193 +13%
CAMV
1118
Concord Asset Management (Virginia)
Virginia
$2.78M -$11.9K -48 -0.5%
MM
1119
Morangie Management
Florida
$2.77M +$950K +3,822 +58%
HCM
1120
Hillman Capital Management
Maryland
$2.75M -$491K -1,974 -16%
HFRG
1121
Houlihan Financial Resource Group
Virginia
$2.75M +$1.51M +6,071 +116%
CBA
1122
Coastal Bridge Advisors
Connecticut
$2.74M +$114K +457 +5%
JKA
1123
Jones Kertz & Associates
Minnesota
$2.73M +$2.56M +10,293 New
FNFDCM
1124
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.72M -$48.5K -195 -2%
ZF
1125
Zhang Financial
Michigan
$2.71M -$436K -1,755 -15%