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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
KHCM
1701
Kirtland Hills Capital Management
Ohio
$907K -$291K -1,171 -25%
WG
1702
Winton Group
United Kingdom
$905K -$1.98M -7,978 -70%
EWA
1703
Eagle Wealth Advisors
Connecticut
$903K +$846K +3,403 New
ACA
1704
Anchor Capital Advisors
Massachusetts
$903K -$9.96M -40,092 -92%
CAG
1705
Csenge Advisory Group
Florida
$901K +$74.8K +301 +10%
LBA
1706
Letko, Brosseau & Associates
Quebec, Canada
$901K +$845K +3,400 New
FFG
1707
Fiduciary Financial Group
California
$900K -$74.3K -299 -8%
AWAG
1708
ARS Wealth Advisors Group
Florida
$899K -$45K -181 -5%
KSB
1709
Kennebec Savings Bank
Maine
$895K -$32.3K -130 -4%
EMC
1710
Everest Management Corp
California
$894K +$994 +4 +0.1%
MWM
1711
Maridea Wealth Management
New York
$892K +$190K +766 +29%
AGP
1712
Aspire Growth Partners
Florida
$890K +$1.24K +5 +0.1%
WPW
1713
Waldron Private Wealth
Pennsylvania
$885K -$69.8K -281 -8%
PCM
1714
Pointe Capital Management
Michigan
$885K -$37.5K -151 -4%
EWA
1715
Etesian Wealth Advisors
Oregon
$885K -$130K -522 -14%
ACMA
1716
Arbor Capital Management (Alaska)
Alaska
$884K +$12.7K +51 +2%
CWS
1717
Cypress Wealth Services
California
$882K +$93.9K +378 +13%
AFM
1718
Abbot Financial Management
Massachusetts
$879K +$6.21K +25 +0.8%
PWM
1719
Prosperity Wealth Management
California
$876K +$822K +3,306 New
FFA
1720
Florida Financial Advisors
Florida
$873K +$468K +1,884 +133%
IC
1721
Inscription Capital
Texas
$871K +$215K +867 +36%
PFWA
1722
Paces Ferry Wealth Advisors
Georgia
$870K -$17.6K -71 -2%
GRWP
1723
Green Ridge Wealth Planning
New Jersey
$869K +$815K +3,280 New
TCBWMS
1724
Texas Capital Bank Wealth Management Services
Texas
$869K +$461K +1,854 +130%
PFG
1725
Putney Financial Group
California
$865K -$55.7K -224 -6%