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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 404 funds opening new positions, 1,082 increasing their positions, 1,233 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: 79.62%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8072,942 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,233

Holders
2,942
Holders Change
+135
Holders Change %
+4.81%
% 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
404
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
KCM
1476
KRS Capital Management
Michigan
$1.38M -$34.3K -138 -3%
IWA
1477
Icon Wealth Advisors
Texas
$1.38M +$187K +752 +17%
BIA
1478
Beacon Investment Advisors
Maryland
$1.38M +$1.29M +5,201 New
Financial Engines Advisors
1479
Financial Engines Advisors
California
$1.38M +$37K +149 +3%
ATS
1480
Ashton Thomas Securities
New York
$1.37M -$21.4K -86 -2%
ICP
1481
Interchange Capital Partners
Pennsylvania
$1.37M +$66.4K +267 +5%
LCM
1482
Lazari Capital Management
California
$1.37M -$61.4K -247 -5%
V
1483
ViaWealth
Kansas
$1.37M -$72.1K -290 -5%
TAI
1484
Terra Alpha Investments
District of Columbia
$1.37M -$13.4K -54 -1%
SMA
1485
Sage Mountain Advisors
Georgia
$1.37M -$58.9K -237 -4%
PWP
1486
Perfromance Wealth Partners
Illinois
$1.36M -$88.2K -355 -6%
BB
1487
Berkshire Bank
Massachusetts
$1.36M -$310K -1,249 -20%
AFO
1488
Arrowroot Family Office
California
$1.36M -$216K -870 -15%
SIC
1489
Sterling Investment Counsel
New York
$1.36M +$139K +560 +12%
WRPWM
1490
Werba Rubin Papier Wealth Management
California
$1.35M +$76.3K +307 +6%
JIC
1491
Joel Isaacson & Co
New York
$1.35M -$66.1K -266 -5%
BDFN
1492
Bond & Devick Financial Network
Minnesota
$1.35M +$19.9K +80 +2%
AFAS
1493
Acorn Financial Advisory Services
Virginia
$1.35M +$39K +157 +3%
IIWM
1494
Investment Insight Wealth Management
New York
$1.35M +$1.26M +5,086 New
FCB
1495
First County Bank
Connecticut
$1.35M -$705K -2,835 -36%
EFG
1496
Everhart Financial Group
Ohio
$1.34M +$21.4K +86 +2%
TBC
1497
Ted Buchan & Co
California
$1.33M +$44.5K +179 +4%
KF
1498
Krilogy Financial
Missouri
$1.33M -$1.46M -5,859 -50%
HPC
1499
HM Payson & Co
Maine
$1.33M +$38.8K +156 +3%
FC
1500
Fore Capital
New York
$1.32M +$435K +1,750 +54%