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Salesforce

2,940 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: 2,8052,940 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,940
Holders Change
+135
Holders Change %
+4.81%
% of All Funds
35.77%
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
BWAM
1126
Boyd Watterson Asset Management
Ohio
$2.68M +$211K +849 +9%
BTI
1127
Blue Trust Inc
Georgia
$2.68M +$79K +318 +3%
AFC
1128
AFT Forsyth & Company
Florida
$2.68M -$32.3K -130 -1%
MTIC
1129
Missouri Trust & Investment Company
Missouri
$2.67M -$5.22K -21 -0.2%
UWM
1130
Udine Wealth Management
Florida
$2.66M +$2.5M +10,042 New
SWM
1131
Segment Wealth Management
Texas
$2.65M -$84.5K -340 -3%
V
1132
VeraBank
Texas
$2.64M -$24.9K -100 -1%
Lord, Abbett & Co
1133
Lord, Abbett & Co
New Jersey
$2.64M -$496K -1,994 -17%
CCP
1134
Carmel Capital Partners
California
$2.63M +$1.7M +6,841 +222%
DWA
1135
Douglass Winthrop Advisors
New York
$2.63M +$47.5K +191 +2%
LF
1136
LifePlan Financial
Minnesota
$2.62M +$178K +718 +8%
WWM
1137
Western Wealth Management
Colorado
$2.61M +$27.8K +112 +1%
CIP
1138
Convergence Investment Partners
Florida
$2.61M +$2.14M +8,625 +706%
FCP
1139
Fidelis Capital Partners
Florida
$2.61M -$661K -2,660 -21%
VNA
1140
Valley National Advisers
Pennsylvania
$2.6M -$233K -939 -9%
I
1141
INVST
Indiana
$2.59M +$923K +3,715 +61%
CB
1142
Community Bank
New York
$2.59M +$110K +443 +5%
SWM
1143
Sculati Wealth Management
Michigan
$2.59M -$62.1K -250 -2%
CAMG
1144
CWA Asset Management Group
Florida
$2.58M -$218K -876 -8%
CA
1145
Cache Advisors
California
$2.56M -$717K -2,884 -23%
IFWM
1146
Institute for Wealth Management
Colorado
$2.56M -$47.2K -190 -2%
JPWM
1147
Jamison Private Wealth Management
Georgia
$2.55M +$182K +731 +8%
TIA
1148
Tiemann Investment Advisors
California
$2.54M -$43.5K -175 -2%
MPPLM
1149
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.53M -$1.02M -4,120 -30%
Capstone Investment Advisors
1150
Capstone Investment Advisors
New York
$2.51M -$17.3M -69,565 -88%