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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
APIM
1201
Agate Pass Investment Management
Washington
$2.25M +$70.1K +282 +3%
FFM
1202
Forum Financial Management
Illinois
$2.25M -$262K -1,054 -11%
CHAM
1203
Clear Harbor Asset Management
Connecticut
$2.25M -$86.7K -349 -4%
FFL
1204
Future Fund LLC
Illinois
$2.24M -$62.6K -252 -3%
TSWM
1205
Triangle Securities Wealth Management
North Carolina
$2.24M -$8.2K -33 -0.4%
CNC
1206
Citizens & Northern Corp
Pennsylvania
$2.24M -$95.2K -383 -4%
WSCM
1207
Wellington Shields Capital Management
New York
$2.24M -$49.7K -200 -2%
PH
1208
Pinnacle Holdings
Oklahoma
$2.24M -$28.6K -115 -1%
UB
1209
Umpqua Bank
Oregon
$2.23M -$1.74K -7 -0.1%
BHIA
1210
Birch Hill Investment Advisors
Massachusetts
$2.22M -$209K -840 -9%
HTHT
1211
Hemenway Trust Hemenway Trust
New Hampshire
$2.22M -$10.6M -42,657 -84%
OGF
1212
Orin Green Financial
California
$2.22M -$22.1K -89 -1%
SAM
1213
Steinberg Asset Management
New York
$2.21M
BCP
1214
Blackhawk Capital Partners
Wisconsin
$2.2M -$7.21K -29 -0.3%
NG
1215
Norden Group
Utah
$2.19M -$6.1M -24,546 -75%
SCM
1216
Silvant Capital Management
Georgia
$2.19M -$21.9M -88,121 -91%
KFA
1217
Krane Funds Advisors
New York
$2.19M +$14.2K +57 +0.7%
EWM
1218
Empirical Wealth Management
Washington
$2.18M -$652K -2,624 -24%
BCM
1219
Bridgeway Capital Management
Texas
$2.18M -$14.9K -60 -0.7%
IGAM
1220
iA Global Asset Management
Quebec, Canada
$2.17M +$93.2K +375 +5%
DCM
1221
Davidson Capital Management
Texas
$2.16M -$948K -3,814 -32%
LCWM
1222
Legacy Capital Wealth Management
Texas
$2.15M +$2.02M +8,125 New
CWMK
1223
Caliber Wealth Management (Kansas)
Kansas
$2.15M +$35.5K +143 +2%
DBG
1224
De Burlo Group
Massachusetts
$2.15M -$276K -1,109 -12%
BTD
1225
BankPlus Trust Department
Mississippi
$2.14M +$217K +872 +12%