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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
SAG
1226
SageView Advisory Group
California
$2.14M +$27.1K +109 +1%
SI
1227
Scharf Investments
California
$2.13M -$694K -2,792 -26%
MYAM
1228
Meiji Yasuda Asset Management
Japan
$2.13M +$116K +465 +6%
PNAA
1229
Pictet North America Advisors
Switzerland
$2.12M -$206K -830 -9%
CIM
1230
Cambria Investment Management
California
$2.11M -$462K -1,860 -19%
BAM
1231
Belpointe Asset Management
Nevada
$2.11M -$312K -1,257 -14%
PWCM
1232
Processus Wealth & Capital Management
Tennessee
$2.11M -$226K -909 -10%
HT
1233
Heritage Trust
Oklahoma
$2.1M -$45K -181 -2%
GLR
1234
Great Lakes Retirement
Ohio
$2.09M +$177K +711 +10%
CFG
1235
Cooper Financial Group
California
$2.09M +$241K +969 +14%
HCCM
1236
Hudson Canyon Capital Management
New York
$2.08M
WMP
1237
Wealth Management Partners
Arizona
$2.08M -$120K -482 -6%
DL
1238
Dockside LLC
New York
$2.07M +$1.95M +7,829 New
TF
1239
Trek Financial
Arizona
$2.07M +$415K +1,669 +27%
BMCM
1240
Bryn Mawr Capital Management
Pennsylvania
$2.06M -$77.3K -311 -4%
SFP
1241
Shepherd Financial Partners
Massachusetts
$2.06M -$37.8K -152 -2%
CFFP
1242
Center for Financial Planning
Michigan
$2.06M +$100K +404 +5%
FPAS
1243
Focus Partners Advisor Solutions
Missouri
$2.05M -$1.51M -6,073 -44%
HWMO
1244
Heritage Wealth Management (Ohio)
Ohio
$2.05M +$141K +569 +8%
M
1245
MATAURO
New York
$2.05M +$1.92M +7,735 New
GH
1246
GAM Holding
Switzerland
$2.05M +$41K +165 +2%
SFM
1247
Signet Financial Management
New Jersey
$2.05M -$33.1K -133 -2%
UW
1248
Unique Wealth
Florida
$2.03M -$614K -2,472 -24%
SDIC
1249
South Dakota Investment Council
South Dakota
$2.02M -$124K -500 -6%
EW
1250
Evoke Wealth
California
$2.02M +$345K +1,387 +22%