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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
AMCA
1176
Arthur M. Cohen & Associates
Illinois
$2.4M -$411K -1,653 -15%
CI
1177
Cigna Investments
Connecticut
$2.4M -$18.1K -73 -0.8%
PDL
1178
Portfolio Design Labs
California
$2.39M +$75.8K +305 +3%
BHCM
1179
Brevan Howard Capital Management
Jersey
$2.39M -$2.28M -9,180 -50%
AWM
1180
Axxcess Wealth Management
California
$2.39M -$318K -1,278 -12%
WCM
1181
Weaver Capital Management
Georgia
$2.39M +$159K +638 +8%
EFG
1182
Elevated Financial Group
Indiana
$2.39M +$2.24M +9,009 New
TFS
1183
Thoroughbred Financial Services
Tennessee
$2.38M -$385K -1,550 -15%
PWM
1184
Power Wealth Management
Georgia
$2.38M +$106K +426 +5%
MGIA
1185
Moneta Group Investment Advisors
Missouri
$2.37M -$225K -905 -9%
WF
1186
Welch & Forbes
Massachusetts
$2.37M -$3.48K -14 -0.2%
CGL
1187
Clarius Group LLC
Washington
$2.36M -$205K -824 -8%
YDMI
1188
Y.D. More Investments
Israel
$2.35M -$838K -3,372 -28%
SA
1189
Sovran Advisors
California
$2.34M +$724K +2,913 +41%
TFA
1190
Teamwork Financial Advisors
Texas
$2.3M +$326K +1,311 +18%
VWM
1191
Venturi Wealth Management
Texas
$2.3M +$125K +501 +6%
HH
1192
Hilltop Holdings
Texas
$2.28M -$1.01M -4,058 -32%
HS
1193
HighVista Strategies
Massachusetts
$2.28M -$1.06M -4,272 -33%
NCM
1194
Nelson Capital Management
California
$2.27M -$33.3K -134 -2%
MNBTD
1195
Moody National Bank Trust Division
Texas
$2.27M -$644K -2,590 -23%
A
1196
AustralianSuper
Australia
$2.26M +$1.19M +4,775 +127%
WR
1197
WD Rutherford
Oregon
$2.26M -$1.22M -4,923 -37%
WA
1198
WP Advisors
California
$2.26M +$148K +595 +8%
AIP
1199
Ameritas Investment Partners
Nebraska
$2.26M -$62.9K -253 -3%
HG
1200
Herbst Group
Connecticut
$2.25M -$28.6K -115 -1%