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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
FMTC
1676
Farmers & Merchants Trust Company
California
$957K -$380K -1,531 -30%
MA
1677
Montag & Associates
Georgia
$956K +$241K +969 +37%
CMTU
1678
Capital Markets Trading (UK)
United Kingdom
$956K -$129K -520 -13%
SSWM
1679
Strait & Sound Wealth Management
California
$954K -$149K -600 -14%
OPW
1680
Oxler Private Wealth
New York
$953K +$1.49K +6 +0.2%
CCA
1681
Corps Capital Advisors
Texas
$952K +$479K +1,927 +116%
GLA
1682
Great Lakes Advisors
Illinois
$951K -$940K -3,784 -51%
NICM
1683
Neo Ivy Capital Management
New York
$949K +$890K +3,583 New
MAG
1684
Meadowbrook Advisors Group
New Jersey
$945K +$886K +3,567 New
TPI
1685
Trust Point Inc
Wisconsin
$944K -$63.1K -254 -7%
IIC
1686
Integrated Investment Consultants
Michigan
$943K -$12.9K -52 -1%
FCBT
1687
First Citizens Bank & Trust
North Carolina
$940K +$146K +587 +20%
FUBT
1688
First United Bank & Trust
Maryland
$937K -$290K -1,165 -25%
DCU
1689
Dara Capital US
Florida
$934K +$876K +3,524 New
NDBT
1690
North Dallas Bank & Trust
Texas
$932K +$875K +3,520 New
SCA
1691
STALEY CAPITAL ADVISERS
Pennsylvania
$930K -$4.47K -18 -0.5%
EWM
1692
Evermay Wealth Management
Virginia
$929K +$203K +818 +30%
MPWS
1693
McCarter Private Wealth Services
Massachusetts
$929K +$70.8K +285 +9%
NHC
1694
Nicholas Hoffman & Company
Georgia
$928K +$1.24K +5 +0.1%
MCWA
1695
Meadow Creek Wealth Advisors
Georgia
$920K +$92.2K +371 +12%
KIA
1696
Kraematon Investment Advisors
Massachusetts
$919K +$746 +3 +0.1%
CFG
1697
Carr Financial Group
Massachusetts
$918K -$61.6K -248 -7%
MAWA
1698
Moss Adams Wealth Advisors
Washington
$913K +$27.6K +111 +3%
FFS
1699
Founders Financial Securities
Maryland
$911K
AWM
1700
Aviso Wealth Management
Washington
$907K -$42.7K -172 -5%