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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
WBC
1301
West Branch Capital
Massachusetts
$1.83M -$160K -645 -9%
RCG
1302
Regatta Capital Group
California
$1.82M +$35.3K +142 +2%
LWA
1303
Lineweaver Wealth Advisors
Ohio
$1.82M +$138K +555 +9%
PFG
1304
Prosperity Financial Group
California
$1.82M +$24.6K +99 +1%
TWM
1305
Thrive Wealth Management
Pennsylvania
$1.82M +$29.3K +118 +2%
VIM
1306
VELA Investment Management
Ohio
$1.81M +$61.1K +246 +4%
ATWA
1307
Arbor Trust Wealth Advisors
Michigan
$1.81M -$20.9K -84 -1%
SIA
1308
Soltis Investment Advisors
Utah
$1.8M +$469K +1,888 +38%
CIA
1309
Choate Investment Advisors
Massachusetts
$1.79M +$65.4K +263 +4%
FAM
1310
Fulcrum Asset Management
United Kingdom
$1.79M -$49.7K -200 -3%
DA
1311
Dover Advisors
Virginia
$1.78M -$159K -640 -9%
MCM
1312
Mainstay Capital Management
Michigan
$1.78M +$119K +480 +8%
OHWP
1313
Oak Harbor Wealth Partners
North Carolina
$1.78M -$127K -511 -7%
NA
1314
Nautilus Advisors
California
$1.77M -$45.7K -184 -3%
LFS
1315
Lighthouse Financial Services
California
$1.77M +$1.66M +6,677 New
TCA
1316
Transcend Capital Advisors
New Jersey
$1.77M +$297K +1,194 +22%
NS
1317
NBC Securities
Alabama
$1.76M +$39K +157 +2%
RMAM
1318
Raab & Moskowitz Asset Management
New Jersey
$1.76M -$72.8K -293 -4%
OIS
1319
Okabena Investment Services
Minnesota
$1.75M -$45.2K -182 -3%
GIM
1320
Generali Investments Management
Slovenia
$1.75M +$520K +2,094 +46%
JIP
1321
Jaffetilchin Investment Partners
Florida
$1.75M +$128K +515 +8%
COCM
1322
Charter Oak Capital Management
New Hampshire
$1.74M +$5.96K +24 +0.4%
1W
1323
1776 Wealth
Georgia
$1.74M -$10.7K -43 -0.7%
KP
1324
Keel Point
Alabama
$1.74M +$51.7K +208 +3%
PTFIS
1325
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.74M +$1.63M +6,560 New