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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
NP
1276
Nilsine Partners
Colorado
$1.91M +$265K +1,068 +17%
BSB
1277
Bangor Savings Bank
Maine
$1.89M -$85.7K -345 -5%
GA
1278
GraniteShares Advisors
New York
$1.89M +$195K +783 +12%
SWMG
1279
Signature Wealth Management Group
Georgia
$1.89M +$16.6K +67 +0.9%
QI
1280
Qtron Investments
Massachusetts
$1.89M -$938K -3,774 -35%
FMB
1281
Field & Main Bank
Kentucky
$1.89M +$23.6K +95 +1%
SW
1282
SteelPeak Wealth
California
$1.88M -$11.2K -45 -0.6%
NAS
1283
Nicolet Advisory Services
Wisconsin
$1.88M +$476K +1,917 +36%
VFA
1284
Voya Financial Advisors
Connecticut
$1.88M -$3.73K -15 -0.2%
WETS
1285
Wealth Enhancement Trust Services
South Dakota
$1.88M +$1.76M +7,082 New
TAP
1286
Tounjian Advisory Partners
Florida
$1.87M +$108K +434 +7%
TWA
1287
Tulsa Wealth Advisors
Oklahoma
$1.87M +$1.75M +7,061 New
CCG
1288
Ceeto Capital Group
Florida
$1.86M -$596K -2,400 -25%
TAM
1289
Tealwood Asset Management
Minnesota
$1.86M +$204K +819 +13%
RSWM
1290
Robertson Stephens Wealth Management
California
$1.86M -$72.3K -291 -4%
SFCL
1291
Strengthening Families & Communities LLC
Massachusetts
$1.86M +$51.9K +209 +3%
PIMJS
1292
PKO Investment Management Joint-Stock
Poland
$1.85M -$1.74M -7,000 -50%
CPIA
1293
Cornell Pochily Investment Advisors
New York
$1.84M +$20.4K +82 +1%
RWC
1294
Rare Wolf Capital
Washington
$1.84M +$1.73M +6,947 New
TFGT
1295
TS Financial Group (TSFG)
Illinois
$1.84M -$68.6K -276 -4%
DT
1296
DV Trading
Illinois
$1.84M +$1.72M +6,934 New
NG
1297
Northstar Group
New York
$1.83M +$35.3K +142 +2%
UWM
1298
Urban Wealth Management
California
$1.83M +$1.72M +6,918 New
BM
1299
Brandywine Managers
Delaware
$1.83M
IB
1300
Intrust Bank
Kansas
$1.83M -$13.7K -55 -0.8%