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Salesforce

2,941 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, 1,232 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: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8052,941 (+136)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,941
Holders Change
+136
Holders Change %
+4.85%
% of All Funds
35.78%
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
1,232
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
SVWAG
1376
Sound View Wealth Advisors Group
Georgia
$1.58M +$21.6K +87 +1%
PCM
1377
Pincus Capital Management
New York
$1.58M +$1.48M +5,964 New
GIPW
1378
Granite Islands Private Wealth
Connecticut
$1.58M +$1.49M +6,005 New
RH
1379
RFG Holdings
Texas
$1.57M +$90K +362 +6%
CWM
1380
Calamos Wealth Management
Illinois
$1.57M +$713K +2,871 +94%
1SB
1381
1ST Source Bank
Indiana
$1.57M -$77.5K -312 -5%
ADL
1382
Asset Dedication LLC
California
$1.57M +$105K +421 +8%
NAMNJ
1383
NorthStar Asset Management (New Jersey)
New Jersey
$1.57M -$92.9K -374 -6%
GBT
1384
Grove Bank & Trust
Florida
$1.56M +$565K +2,275 +63%
OFS
1385
Orrstown Financial Services
Pennsylvania
$1.56M -$56.4K -227 -4%
JSW
1386
Journey Strategic Wealth
New Jersey
$1.56M -$86.2K -347 -6%
LPT
1387
Legacy Private Trust
Wisconsin
$1.55M +$279K +1,122 +24%
BC
1388
Bowman & Company
Wisconsin
$1.55M +$4.22K +17 +0.3%
AA
1389
Argent Advisors
Louisiana
$1.55M -$20.9K -84 -1%
TCPG
1390
Trivant Custom Portfolio Group
California
$1.53M +$994 +4 +0.1%
RCA
1391
Runnymede Capital Advisors
Ohio
$1.53M +$933K +3,753 +185%
CWM
1392
Chemistry Wealth Management
New York
$1.53M +$24.9K +100 +2%
FMI
1393
Frec Markets Inc
California
$1.53M +$1.44M +5,780 New
AB
1394
ANB Bank
Colorado
$1.52M +$14.7K +59 +1%
TIM
1395
Thor Investment Management
Ohio
$1.52M +$23.9K +96 +2%
SC
1396
Sapient Capital
Indiana
$1.52M +$312K +1,256 +28%
PPW
1397
Parcion Private Wealth
Washington
$1.52M +$37.8K +152 +3%
TC
1398
Trust Company
Kansas
$1.52M +$101K +407 +8%
CB
1399
CNB Bank
Pennsylvania
$1.52M +$54.9K +221 +4%
LFS
1400
Littlejohn Financial Services
Oregon
$1.52M -$36.5K -147 -3%