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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
IIM
1501
Ironwood Investment Management
Massachusetts
$1.32M
APM
1502
Advanced Portfolio Management
New York
$1.32M +$1.24M +4,995 New
RA
1503
Rational Advisors
New York
$1.32M +$1.17M +4,703 +1,692%
MCM
1504
Mattern Capital Management
Colorado
$1.32M +$310K +1,246 +33%
EPIME
1505
Evelyn Partners Investment Management (Europe)
$1.32M +$27.3K +110 +2%
RAM
1506
Ramirez Asset Management
New York
$1.32M -$242K -975 -16%
GIP
1507
Granite Investment Partners
California
$1.31M -$9.94K -40 -0.8%
SLI
1508
Sumitomo Life Insurance
Japan
$1.31M -$1.15M -4,628 -48%
WWM
1509
Whalen Wealth Management
Nevada
$1.31M +$1.22M +4,929 New
IWA
1510
Invera Wealth Advisors
Oregon
$1.3M -$40.3K -162 -3%
AWAP
1511
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.3M +$720K +2,899 +144%
BLC
1512
Brown, Lisle/Cummings
Rhode Island
$1.3M -$128K -515 -10%
WIM
1513
Westside Investment Management
California
$1.29M -$28.8K -116 -2%
6F
1514
626 Financial
Michigan
$1.29M -$99.9K -402 -8%
SWM
1515
Spire Wealth Management
Virginia
$1.29M +$207K +832 +21%
FCA
1516
FLC Capital Advisors
California
$1.29M -$287K -1,153 -19%
PJSIMP
1517
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M -$83.5K -336 -6%
LCGC
1518
Legacy Capital Group California
California
$1.28M +$24.9K +100 +2%
AIM
1519
Anchor Investment Management
South Carolina
$1.28M +$47.5K +191 +4%
VAM
1520
Virtue Asset Management
Illinois
$1.28M -$53.7K -216 -4%
QC
1521
Quent Capital
New York
$1.28M +$425K +1,712 +55%
IIC
1522
Ironwood Investment Counsel
Arizona
$1.27M -$12.7K -51 -1%
CAG
1523
Cypress Advisory Group
Arizona
$1.27M
VIS
1524
Vega Investment Solutions
France
$1.27M +$1.19M +4,798 New
GCM
1525
Geneva Capital Management
Wisconsin
$1.26M -$12.4K -50 -1%