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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
BAM
1576
Byrne Asset Management
New Jersey
$1.15M +$1.08M +4,331 New
CIC
1577
Cornercap Investment Counsel
Georgia
$1.15M -$13.9K -56 -1%
ESB
1578
Essex Savings Bank
Connecticut
$1.15M -$51.7K -208 -5%
IIM
1579
Ipswich Investment Management
Massachusetts
$1.15M +$10.2K +41 +1%
FBFS
1580
First Business Financial Services
Wisconsin
$1.14M +$38.8K +156 +4%
CWAF
1581
Core Wealth Advisors (Florida)
Florida
$1.14M -$42.2K -170 -4%
JFA
1582
JNBA Financial Advisors
Minnesota
$1.14M
SS
1583
Sunbelt Securities
Texas
$1.13M +$89.2K +359 +9%
TW
1584
Tempo Wealth
Ohio
$1.13M +$1.06M +4,282 New
TPW
1585
Transatlantique Private Wealth
New York
$1.13M +$150K +603 +16%
CWA
1586
Crux Wealth Advisors
California
$1.13M -$19.1K -77 -2%
VA
1587
Valmark Advisers
Ohio
$1.13M +$18.6K +75 +2%
MDA
1588
Minot DeBlois Advisors
Massachusetts
$1.13M +$16.4K +66 +2%
ACM
1589
Allred Capital Management
Texas
$1.13M -$200K -804 -16%
DE
1590
Diversified Enterprises
Delaware
$1.13M +$705K +2,836 +199%
AWA
1591
Arete Wealth Advisors
Illinois
$1.12M +$26.6K +107 +3%
RMP
1592
Richards, Merrill & Peterson
Washington
$1.12M +$11.4K +46 +1%
SFG
1593
Shum Financial Group
California
$1.12M +$11.9K +48 +1%
PWM
1594
Palacios Wealth Management
Florida
$1.12M -$85K -342 -7%
AFCM
1595
Applied Finance Capital Management
Puerto Rico
$1.12M -$866K -3,485 -45%
ACS
1596
Archford Capital Strategies
Illinois
$1.11M -$1.91M -7,677 -65%
PMA
1597
Prudent Man Advisors
Illinois
$1.11M -$23.4K -94 -2%
CFM
1598
Catalyst Funds Management
Australia
$1.11M +$1.04M +4,200 New
NDSI
1599
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M +$2.73K +11 +0.3%
DA
1600
Doliver Advisors
Texas
$1.1M -$10.2K -41 -1%