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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
DWM
1526
Drive Wealth Management
Utah
$1.26M -$26.8K -108 -2%
CIA
1527
Cape Investment Advisory
Georgia
$1.26M +$186K +747 +19%
CFG
1528
Chapman Financial Group
Hawaii
$1.26M -$11.7K -47 -1%
AWM
1529
Angeles Wealth Management
California
$1.25M -$42.2K -170 -3%
AGA
1530
Accuvest Global Advisors
Utah
$1.25M +$1.17M +4,715 New
CWP
1531
Curated Wealth Partners
California
$1.25M +$77K +310 +7%
NA
1532
Navellier & Associates
Nevada
$1.25M
BCM
1533
BluePath Capital Management
Georgia
$1.25M +$169K +680 +17%
WI
1534
Westbourne Investments
Virginia
$1.25M +$1.17M +4,700 New
RCAG
1535
Rehmann Capital Advisory Group
Michigan
$1.24M -$20.1K -81 -2%
MA
1536
MONECO Advisors
Connecticut
$1.24M +$46.5K +187 +4%
RB
1537
Renasant Bank
Mississippi
$1.24M -$137K -550 -11%
FC
1538
Fairscale Capital
New Hampshire
$1.24M +$13.4K +54 +1%
LAM
1539
L2 Asset Management
Massachusetts
$1.23M +$74.1K +298 +7%
GWANC
1540
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.23M +$68.3K +275 +6%
GITFIT
1541
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.23M
EB
1542
Emprise Bank
Kansas
$1.23M
RAM
1543
Redmond Asset Management
Virginia
$1.22M -$35K -141 -3%
CC
1544
Centiva Capital
New York
$1.22M +$1.15M +4,611 New
BAM
1545
Bosun Asset Management
Illinois
$1.22M
NPT
1546
National Philanthropic Trust
Pennsylvania
$1.22M +$1.14M +4,595 New
CFD
1547
Creative Financial Designs
Indiana
$1.22M +$72.8K +293 +7%
BWP
1548
BSW Wealth Partners
Colorado
$1.22M +$128K +515 +13%
IAIM
1549
International Assets Investment Management
Florida
$1.22M +$536K +2,157 +89%
PL
1550
Plancorp LLC
Missouri
$1.21M -$32.1K -129 -3%