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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
MP
1601
Mangrove Partners
Connecticut
$1.1M +$1.03M +4,158 New
QWM
1602
Quadcap Wealth Management
Texas
$1.1M -$44K -177 -4%
HSA
1603
HBK Sorce Advisory
Pennsylvania
$1.1M +$206K +828 +17%
PWP
1604
Pursue Wealth Partners
California
$1.1M -$532K -2,139 -34%
ECA
1605
Elevated Capital Advisors
Utah
$1.1M +$218K +877 +27%
PA
1606
Probity Advisors
Texas
$1.09M +$59.9K +241 +6%
QWP
1607
Quotient Wealth Partners
Texas
$1.09M -$162K -651 -14%
SFA
1608
Souders Financial Advisors
Ohio
$1.09M +$64.6K +260 +7%
KCFA
1609
Key Client Fiduciary Advisors
New Jersey
$1.09M +$14.2K +57 +1%
BF
1610
Brucke Financial
Indiana
$1.09M -$122K -492 -11%
UIM
1611
Unified Investment Management
Georgia
$1.09M +$69.8K +281 +7%
PL
1612
Perpetual Ltd
Australia
$1.09M -$38.7M -155,902 -97%
MFP
1613
Meridian Financial Partners
Virginia
$1.09M +$10.4K +42 +0.9%
CB
1614
Cadence Bank
Mississippi
$1.09M -$78.8K -317 -7%
FAM
1615
Formidable Asset Management
Ohio
$1.08M +$151K +607 +15%
BIM
1616
Bridges Investment Management
Nebraska
$1.08M +$40.3K +162 +4%
SGAM
1617
Smith Group Asset Management
Texas
$1.08M +$557K +2,241 +122%
NF
1618
Nvest Financial
New Hampshire
$1.08M +$242K +972 +31%
FNA
1619
First National Advisers
Nebraska
$1.07M +$1.01M +4,049 New
AI
1620
Arvest Investments
Arkansas
$1.07M -$825K -3,318 -45%
CFMC
1621
Curbstone Financial Management Corp
New Hampshire
$1.07M +$17.4K +70 +2%
AA
1622
Advisory Alpha
Michigan
$1.07M +$51.2K +206 +5%
CSPIA
1623
Cary Street Partners Investment Advisory
Virginia
$1.07M +$127K +511 +14%
NSIM
1624
North Star Investment Management
Illinois
$1.07M -$7.21K -29 -0.7%
OWP
1625
Obermeyer Wealth Partners
Colorado
$1.06M -$11.7K -47 -1%