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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
CRIG
1251
Charter Research & Investment Group
Connecticut
$2.01M -$40.3K -162 -2%
EWM
1252
Elmwood Wealth Management
California
$2.01M -$128K -517 -6%
AWP
1253
Abacus Wealth Partners
California
$2.01M +$1.88M +7,585 New
CF
1254
Convergence Financial
Missouri
$2M +$177K +713 +10%
KIA
1255
KCM Investment Advisors
California
$2M -$110K -443 -6%
NW
1256
Naviter Wealth
Arkansas
$2M -$398K -1,603 -18%
HA
1257
Harfst & Associates
Wyoming
$1.99M -$85K -342 -4%
TPCW
1258
TD Private Client Wealth
New York
$1.99M -$606K -2,440 -25%
BAM
1259
Beaumont Asset Management
Texas
$1.99M -$38.5K -155 -2%
WBC
1260
Westpac Banking Corp
Australia
$1.99M -$1.85M -7,454 -50%
LWP
1261
LMG Wealth Partners
Louisiana
$1.98M +$102K +412 +6%
SIP
1262
Stoneridge Investment Partners
Pennsylvania
$1.97M -$452K -1,819 -20%
CA
1263
CSM Advisors
Pennsylvania
$1.97M -$1.8M -7,232 -49%
CPA
1264
Cardiff Park Advisors
California
$1.97M -$1.99K -8 -0.1%
CVA
1265
Central Valley Advisors
California
$1.97M -$67.6K -272 -4%
PA
1266
Procyon Advisors
Connecticut
$1.96M -$123K -493 -6%
AB
1267
Atlas Brown
Kentucky
$1.96M -$2.73K -11 -0.1%
KTC
1268
Kentucky Trust Company
Kentucky
$1.96M +$3.73K +15 +0.2%
SG
1269
StoneX Group
New York
$1.95M -$393K -1,583 -18%
CPIG
1270
Chicago Partners Investment Group
Illinois
$1.95M +$42K +169 +2%
UOTTAIMCU
1271
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.94M +$1.74M +6,982 +1,939%
Koshinski Asset Management
1272
Koshinski Asset Management
Illinois
$1.94M -$58.4K -235 -3%
HAG
1273
HF Advisory Group
Maryland
$1.93M -$118K -473 -6%
DC
1274
DeDora Capital
California
$1.93M -$266K -1,070 -13%
KC
1275
Karras Company
Utah
$1.92M +$1.8M +7,256 New