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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
EFG
1401
Embree Financial Group
Illinois
$1.51M +$81K +326 +6%
VWA
1402
Visionary Wealth Advisors
Illinois
$1.51M +$81.8K +329 +6%
FG
1403
Fiduciary Group
Georgia
$1.51M -$43.5K -175 -3%
ACM
1404
Ayrshire Capital Management
Connecticut
$1.51M +$42K +169 +3%
SC
1405
Saturna Capital
Washington
$1.51M -$174K -700 -11%
MSK
1406
Melissa S. Kampmann
$1.51M -$267K -1,075 -14%
GPA
1407
Guerra Pan Advisors
New Jersey
$1.5M -$24.6K -99 -2%
QPBE
1408
Quintet Private Bank (Europe)
Luxembourg
$1.5M -$1.7M -6,852 -55%
JF
1409
Jump Financial
Illinois
$1.5M +$772K +3,108 +121%
IQI
1410
Integrated Quantitative Investments
Washington
$1.5M +$348K +1,400 +33%
SWA
1411
Sax Wealth Advisors
New Jersey
$1.5M +$133K +535 +10%
GKWIM
1412
Gerber Kawasaki Wealth & Investment Management
California
$1.5M +$87.7K +353 +7%
AT
1413
Adelphi Trust
Florida
$1.5M +$1.41M +5,657 New
PPWM
1414
Paragon Private Wealth Management
Kentucky
$1.49M -$221K -889 -14%
LWL
1415
Leo Wealth LLC
Texas
$1.49M +$1.4M +5,638 New
CPA
1416
Capital Performance Advisors
California
$1.49M +$115K +462 +9%
EPW
1417
Elevated Private Wealth
Wisconsin
$1.49M +$1.4M +5,631 New
BTWM
1418
Baker Tilly Wealth Management
Wisconsin
$1.49M +$297K +1,197 +27%
PIA
1419
Perennial Investment Advisors
California
$1.49M -$23.4K -94 -2%
PVI
1420
Pine Valley Investments
New Jersey
$1.49M -$45.7K -184 -3%
JMFC
1421
J.M. Forbes & Co
Massachusetts
$1.49M -$7.99M -32,162 -85%
CCA
1422
Childress Capital Advisors
Texas
$1.48M +$497K +2,001 +56%
SP
1423
Stablepoint Partners
Massachusetts
$1.48M -$497 -2 -0%
SIM
1424
Seaview Investment Managers
Florida
$1.48M -$6.63M -26,698 -83%
ISL
1425
Ingalls & Snyder LLC
New York
$1.48M -$36K -145 -3%