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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
DWAM
1651
Duncan Williams Asset Management
Tennessee
$1.01M +$354K +1,424 +39%
SW
1652
Simplicity Wealth
New Jersey
$1.01M +$68.3K +275 +8%
BCM
1653
BTC Capital Management
Iowa
$1.01M +$94.2K +379 +11%
M1FG
1654
Mach-1 Financial Group
Arkansas
$1.01M +$631K +2,539 +202%
MNA
1655
Manning & Napier Advisors
New York
$1.01M -$56.6M -227,634 -98%
EL
1656
Essex LLC
Illinois
$1.01M +$125K +501 +15%
KA
1657
Klingman & Associates
New York
$1M -$2.73K -11 -0.3%
SCP
1658
Sivia Capital Partners
California
$1M +$320K +1,286 +51%
CS
1659
Crescent Sterling
Louisiana
$1,000K +$27.8K +112 +3%
HCM
1660
Howland Capital Management
Massachusetts
$999K +$50.9K +205 +6%
HHCP
1661
Hilton Head Capital Partners
South Carolina
$997K +$936K +3,765 New
CBTWT
1662
Community Bank & Trust (Waco, Texas)
Texas
$993K -$9.69K -39 -1%
RRA
1663
Red Reef Advisors
Florida
$992K +$930K +3,744 New
CIG
1664
Cascade Investment Group
Colorado
$980K +$3.73K +15 +0.4%
EI
1665
Ecofi Investissements
France
$980K +$24.9K +100 +3%
SFS
1666
Stiles Financial Services
Minnesota
$978K +$197K +793 +27%
AA
1667
Alta Advisers
United Kingdom
$972K -$323K -1,300 -26%
AGAM
1668
AK Global Asset Management
California
$971K +$911K +3,665 New
MCA
1669
Magnolia Capital Advisors
Mississippi
$969K -$82.8K -333 -8%
SC
1670
Sierra Capital
Florida
$966K
MBT
1671
Montecito Bank & Trust
California
$965K -$278K -1,119 -24%
MFG
1672
Mainsail Financial Group
Washington
$964K +$94.9K +382 +12%
HTI
1673
Hikari Tsushin Inc
Japan
$963K +$903K +3,634 New
SPF
1674
South Plains Financial
Texas
$962K +$11.2K +45 +1%
AWAU
1675
Alliance Wealth Advisors (Utah)
Utah
$958K -$199K -802 -18%