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Salesforce

2,942 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 405 funds opening new positions, 1,082 increasing their positions, 1,233 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 405 | 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: 79.62%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8062,942 (+136)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,233

Holders
2,942
Holders Change
+136
Holders Change %
+4.85%
% of All Funds
35.79%
Holding in Top 10
59
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+47.5%
% of All Funds
0.72%
New
405
Increased
1,082
Reduced
1,233
Closed
207
Calls
$7.1B
Puts
$6.12B
Net Calls
+$975M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PTFIS
1326
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.74M +$1.63M +6,560 New
PE
1327
PCM Encore
Colorado
$1.74M +$1.63M +6,560 New
KMWM
1328
Keudell/Morrison Wealth Management
Oregon
$1.74M +$1.63M +6,555 New
TCWA
1329
Turtle Creek Wealth Advisors
Texas
$1.73M +$562K +2,263 +53%
GPWM
1330
Grant Private Wealth Management
California
$1.73M +$96.2K +387 +6%
C
1331
Certuity
Florida
$1.73M -$41.3K -166 -2%
AA
1332
Ahara Advisors
New Jersey
$1.73M +$1.62M +6,516 New
SGI
1333
Summit Global Investments
Utah
$1.72M +$758K +3,050 +88%
IEFM
1334
IQ EQ Fund Management
Ireland
$1.72M -$139K -558 -8%
JSSH
1335
J. Safra Sarasin Holding
$1.71M -$511K -2,057 -24%
FIA
1336
FNY Investment Advisers
New York
$1.71M +$1.23M +4,960 +331%
EDRH
1337
Edmond de Rothschild Holding
Switzerland
$1.71M -$2.44M -9,832 -60%
PTC
1338
Private Trust Company
Ohio
$1.71M -$197K -793 -11%
GWP
1339
Gen-Wealth Partners
Michigan
$1.71M +$85K +342 +6%
NL
1340
Navalign LLC
California
$1.71M +$75K +302 +5%
WFA
1341
Wellspring Financial Advisors
Ohio
$1.69M +$1.59M +6,381 New
MSR
1342
Main Street Research
Connecticut
$1.69M +$956K +3,846 +153%
GIC
1343
GFI Investment Counsel
Ontario, Canada
$1.68M -$4.21M -16,961 -73%
AAS
1344
Ameritas Advisory Services
Nebraska
$1.68M +$1.1M +4,422 +228%
BW
1345
BIP Wealth
Georgia
$1.68M +$921K +3,708 +140%
LFG
1346
Larson Financial Group
Missouri
$1.68M -$113K -456 -7%
CP
1347
Canopy Partners
Ohio
$1.68M +$3.98K +16 +0.3%
JBC
1348
Jefferson Bridge Capital
Tennessee
$1.67M +$1.57M +6,314 New
CNBT
1349
Cornerstone National Bank & Trust
Illinois
$1.67M +$24.9K +100 +2%
AFA
1350
AA Financial Advisors
Ohio
$1.67M +$20.6K +83 +1%