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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
MLL
1551
Moody Lynn & Lieberson
Massachusetts
$1.21M -$13.4K -54 -1%
GLAM
1552
Gardner Lewis Asset Management
Pennsylvania
$1.21M
WIM
1553
Wiregrass Investment Management
Georgia
$1.21M +$1.13M +4,553 New
PA
1554
PFG Advisors
Arizona
$1.21M -$15.4K -62 -1%
MC
1555
Matters Capital
Florida
$1.21M +$1.13M +4,550 New
KFI
1556
Key Financial Inc
Pennsylvania
$1.2M -$1.99K -8 -0.2%
DFG
1557
Demars Financial Group
Washington
$1.2M +$195K +784 +21%
NRC
1558
New Republic Capital
North Carolina
$1.2M +$600K +2,413 +115%
BOM
1559
Bank of Marin
California
$1.2M -$17.4K -70 -2%
BF
1560
bLong Financial
Tennessee
$1.19M -$82K -330 -7%
QLSGSCF
1561
Quent Long Short Global Small Cap Fund
New York
$1.19M +$1.12M +4,487 New
DP
1562
Dearborn Partners
Illinois
$1.18M -$37.5K -151 -3%
STS
1563
SG Trading Solutions
Utah
$1.18M +$1.11M +4,471 New
CFA
1564
Churchill Financial Advisors
Kentucky
$1.18M +$1.11M +4,455 New
FBB
1565
Fulton Breakefield Broenniman
Maryland
$1.17M -$741K -2,981 -40%
KC
1566
Kepler Cheuvreux
$1.17M -$243K -978 -18%
HDA
1567
Harold Davidson & Associates
California
$1.17M -$53.7K -216 -5%
TCPW
1568
Twin City Private Wealth
North Carolina
$1.17M +$163K +654 +17%
QPW
1569
Quantum Private Wealth
Florida
$1.16M
NJIM
1570
Nabity-Jensen Investment Management
Nebraska
$1.16M +$3.48K +14 +0.3%
HI
1571
Harbour Investments
Wisconsin
$1.15M +$349K +1,406 +48%
KFS
1572
Kaizen Financial Strategies
California
$1.15M -$248K -996 -19%
FCM
1573
Fairbanks Capital Management
California
$1.15M +$1.08M +4,351 New
NWAG
1574
Net Worth Advisory Group
Utah
$1.15M +$1.08M +4,342 New
JWBC
1575
J.W. Burns & Co
New York
$1.15M -$458K -1,843 -30%