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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
CTC
1151
Cetera Trust Company
Minnesota
$2.5M +$2.48K +10 +0.1%
PWP
1152
Principle Wealth Partners
Connecticut
$2.5M -$48.2K -194 -2%
BRG
1153
Bay Rivers Group
Virginia
$2.5M -$85.2K -343 -4%
PPWP
1154
Premier Path Wealth Partners
New Jersey
$2.5M -$132K -533 -5%
PCM
1155
Poehling Capital Management
Wisconsin
$2.49M +$1.89M +7,586 +415%
DIA
1156
Dana Investment Advisors
Wisconsin
$2.49M +$206K +827 +10%
CWAG
1157
Compton Wealth Advisory Group
Virginia
$2.49M -$76K -306 -3%
CPC
1158
Congress Park Capital
New York
$2.49M -$292K -1,174 -11%
CFCI
1159
Comprehensive Financial Consultants Institutional
Indiana
$2.48M +$162K +653 +8%
TYCC
1160
Texas Yale Capital Corp
Florida
$2.47M +$4.97K +20 +0.2%
SWM
1161
SeaCrest Wealth Management
New York
$2.47M -$64.1K -258 -3%
CCT
1162
Chemung Canal Trust
New York
$2.47M +$1.94M +7,812 +514%
CPW
1163
Cove Private Wealth
New York
$2.46M +$220K +884 +11%
AWP
1164
Ascent Wealth Partners
New York
$2.46M -$4.47K -18 -0.2%
SPS
1165
Susquehanna Portfolio Strategies
Pennsylvania
$2.45M
EB
1166
Eastern Bank
Massachusetts
$2.44M +$20.9K +84 +0.9%
SFS
1167
Sowell Financial Services
Arkansas
$2.44M +$258K +1,037 +13%
EWA
1168
EverSource Wealth Advisors
Alabama
$2.44M -$48.2K -194 -2%
RPC
1169
Rossmore Private Capital
Connecticut
$2.43M +$661K +2,659 +41%
NNPTE
1170
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.43M
BCM
1171
Boltwood Capital Management
California
$2.42M -$21.1K -85 -0.9%
JCM
1172
Jacobi Capital Management
Pennsylvania
$2.42M +$39.3K +158 +2%
TF
1173
TLWM Financial
Texas
$2.42M -$20.9K -84 -0.9%
FFWA
1174
FRG Family Wealth Advisors
Washington
$2.42M -$942K -3,789 -29%
FWA
1175
FOCUS Wealth Advisors
Texas
$2.41M +$32.3K +130 +1%