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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
ISL
1426
Ingalls & Snyder LLC
New York
$1.48M -$36K -145 -3%
SSI
1427
Scott & Selber Inc
Texas
$1.47M -$49.5K -199 -3%
LAM
1428
Lewis Asset Management
California
$1.47M -$81K -326 -6%
JSL
1429
JT Stratford LLC
Georgia
$1.47M -$329K -1,324 -19%
WA
1430
Wealth Alliance
New York
$1.47M -$186K -749 -12%
AFP
1431
Ausdal Financial Partners
Iowa
$1.47M -$159K -640 -10%
PL
1432
PeakShares LLC
Florida
$1.47M +$1.38M +5,536 New
CCG
1433
Coastwise Capital Group
California
$1.47M +$26.6K +107 +2%
AWM
1434
Arista Wealth Management
Nevada
$1.46M -$545K -2,192 -28%
TBT
1435
Texas Bank & Trust
Texas
$1.46M +$264K +1,062 +24%
OPTFSNA
1436
Old Point Trust & Financial Services N A
Virginia
$1.46M +$83.3K +335 +6%
PPC
1437
Park Place Capital
Alabama
$1.46M -$133K -537 -9%
MCM
1438
Monarch Capital Management
Indiana
$1.46M +$927K +3,732 +212%
BAM
1439
BOCHK Asset Management
Hong Kong
$1.45M +$1.36M +5,480 New
PMG
1440
ProVise Management Group
Florida
$1.45M +$31.6K +127 +2%
DFC
1441
DB Fitzpatrick & Co
Idaho
$1.45M -$12.4K -50 -0.9%
SW
1442
SVB Wealth
Massachusetts
$1.45M -$249K -1,000 -15%
AWMT
1443
AAFMAA Wealth Management & Trust
North Carolina
$1.45M +$66.1K +266 +5%
LAI
1444
Legal Advantage Investments
California
$1.44M +$3.98K +16 +0.3%
NFG
1445
Northbridge Financial Group
Florida
$1.44M +$1.35M +5,444 New
TTIC
1446
Tower Trust & Investment Company
Iowa
$1.44M +$10.9K +44 +0.8%
BB
1447
Bell Bank
North Dakota
$1.44M -$82.5K -332 -6%
EFS
1448
Essex Financial Services
Connecticut
$1.44M -$8.45K -34 -0.6%
NB
1449
Nicolet Bankshares
Wisconsin
$1.43M -$519K -2,087 -28%
GAM
1450
Grandview Asset Management
Pennsylvania
$1.43M -$201K -809 -13%