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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
APP
1351
Avantax Planning Partners
Iowa
$1.65M +$46.7K +188 +3%
AAM
1352
Augustine Asset Management
Florida
$1.65M -$5.22K -21 -0.3%
BI
1353
Ballast Inc
Kentucky
$1.65M +$118K +476 +8%
AGWCA
1354
Annis Gardner Whiting Capital Advisors
Florida
$1.65M +$102K +412 +7%
MFG
1355
MidWestOne Financial Group
Iowa
$1.64M +$292K +1,175 +23%
WIS
1356
Wright Investors Service
Connecticut
$1.64M +$11.7K +47 +0.8%
CWM
1357
Castle Wealth Management
Florida
$1.63M -$88.5K -356 -5%
FPF
1358
First Pacific Financial
Washington
$1.63M -$23.4K -94 -2%
FPL
1359
Fortress Private Ledger
North Carolina
$1.63M -$112K -450 -7%
KFAS
1360
Keating Financial Advisory Services
Kansas
$1.63M +$1.53M +6,140 New
CTFG
1361
Capstone Triton Financial Group
Oklahoma
$1.63M +$123K +493 +9%
TAFW
1362
Tred Avon Family Wealth
Maryland
$1.62M +$224K +902 +17%
SJIM
1363
St. Johns Investment Management
Florida
$1.62M -$73.8K -297 -5%
Q
1364
QVR
California
$1.62M +$1.52M +6,109 New
IAS
1365
IMA Advisory Services
Colorado
$1.62M -$42.2K -170 -3%
HWM
1366
Hohimer Wealth Management
Washington
$1.61M -$1.81M -7,264 -54%
HIA
1367
Harbor Investment Advisory
Maryland
$1.61M -$231K -929 -4%
PAM
1368
Paradigm Asset Management
New York
$1.6M -$124K -500 -8%
MCM
1369
Mainstream Capital Management
California
$1.6M -$66.8K -269 -4%
CCG
1370
Cypress Capital Group
Florida
$1.6M -$7.46K -30 -0.5%
TPWA
1371
TRUE Private Wealth Advisors
Oregon
$1.6M +$4.72K +19 +0.3%
SCM
1372
Sandler Capital Management
New York
$1.59M +$1.49M +6,000 New
CFP
1373
Catalyst Financial Partners
Massachusetts
$1.59M +$121K +485 +9%
LCAM
1374
London & Capital Asset Management
United Kingdom
$1.59M +$1.49M +5,990 New
OCA
1375
OpenArc Corporate Advisory
Georgia
$1.58M +$1.49M +5,976 New