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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
LAM
1626
LOM Asset Management
$1.06M -$63.6K -256 -6%
OWA
1627
Octavia Wealth Advisors
Ohio
$1.06M -$46.2K -186 -4%
VBCG
1628
Valley Brook Capital Group
Pennsylvania
$1.06M -$151K -609 -13%
PCM
1629
Princeton Capital Management
New Jersey
$1.06M -$384K -1,544 -28%
SIC
1630
Salem Investment Counselors
North Carolina
$1.06M -$37.3K -150 -4%
TGAM
1631
TBH Global Asset Management
Tennessee
$1.05M +$275K +1,108 +39%
XF
1632
XML Financial
Maryland
$1.05M +$170K +683 +21%
AWM
1633
Aprio Wealth Management
Georgia
$1.05M +$102K +409 +12%
PCM
1634
Prelude Capital Management
New York
$1.05M -$472K -1,901 -32%
AF
1635
Aldebaran Financial
$1.05M -$125K -505 -11%
MYLI
1636
Meiji Yasuda Life Insurance
Japan
$1.04M -$12.4K -50 -1%
DCM
1637
Dudley Capital Management
Virginia
$1.04M
GWS
1638
Greykasell Wealth Strategies
California
$1.04M -$39.5K -159 -4%
CBT
1639
Central Bank & Trust
Kentucky
$1.03M -$133K -536 -12%
PCS
1640
Personal CFO Solutions
New Jersey
$1.03M +$43K +173 +5%
OCM
1641
Orion Capital Management
California
$1.03M -$149K -599 -13%
WF
1642
WinCap Financial
Massachusetts
$1.02M -$89.2K -359 -8%
OM
1643
OV Management
Minnesota
$1.02M -$14.4K -58 -1%
SIG
1644
Sky Investment Group
Connecticut
$1.02M +$5.22K +21 +0.5%
IPAM
1645
Investment Partners Asset Management
New Jersey
$1.02M +$6.96K +28 +0.7%
SIG
1646
Sargent Investment Group
Maryland
$1.02M +$955K +3,844 New
BO
1647
Bank OZK
Arkansas
$1.02M -$3.23K -13 -0.3%
LCM
1648
LCM Capital Management
Illinois
$1.01M -$63.9K -257 -6%
PNFS
1649
PW Nova Financial Services
Pennsylvania
$1.01M +$992K +3,992 New
WFAG
1650
Worth Financial Advisory Group
North Carolina
$1.01M -$125K -503 -12%