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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
DFA
1451
Delta Financial Advisors
Louisiana
$1.43M -$172K -691 -11%
MCC
1452
Malaga Cove Capital
California
$1.43M -$46.7K -188 -3%
EW
1453
Elyxium Wealth
California
$1.43M +$18.9K +76 +1%
RBA
1454
Richard Bernstein Advisors
New York
$1.42M -$166K -668 -11%
RP
1455
Raelipskie Partnership
Ontario, Canada
$1.42M +$124K +500 +10%
GWM
1456
Gibbs Wealth Management
Georgia
$1.42M +$799K +3,215 +142%
AC
1457
Apella Capital
Connecticut
$1.42M +$32.8K +132 +3%
MCM
1458
Moore Capital Management
New York
$1.42M +$1.33M +5,366 New
LPAM
1459
Lodestar Private Asset Management
California
$1.42M +$118K +475 +10%
MIA
1460
MainStreet Investment Advisors
Illinois
$1.42M -$1.49K -6 -0.1%
SCA
1461
St. Clair Advisors
Ohio
$1.42M
B
1462
Birchbrook
Maine
$1.41M +$65.4K +263 +5%
JFGIW
1463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M -$14.9K -60 -1%
SC
1464
Stance Capital
Massachusetts
$1.41M -$52.4K -211 -4%
PCG
1465
Prosperity Consulting Group
Maryland
$1.41M +$191K +770 +17%
CAM
1466
Carret Asset Management
New York
$1.41M -$2.48K -10 -0.2%
AFWM
1467
Arta Finance Wealth Management
California
$1.41M +$1.32M +5,312 New
PBT
1468
Pictet Bank & Trust
Bahamas
$1.41M +$93.4K +376 +8%
AIMCA
1469
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.4M -$19.7M -79,200 -94%
SACTSONJ
1470
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.39M -$211K -850 -14%
FCM
1471
Fire Capital Management
California
$1.39M +$83.5K +336 +7%
RAM
1472
Reflection Asset Management
South Carolina
$1.39M +$1.3M +5,246 New
PIM
1473
Penobscot Investment Management
Massachusetts
$1.39M -$309K -1,242 -19%
CPBTD
1474
Central Pacific Bank - Trust Division
Hawaii
$1.39M +$29.1K +117 +2%
PP
1475
PDS Planning
Ohio
$1.39M -$43.7K -176 -3%