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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
AAMU
1726
AEGON Asset Management (UK)
United Kingdom
$865K +$133K +536 +20%
FB
1727
First Bancorp
Maine
$864K -$16.4K -66 -2%
MW
1728
Marble Wealth
Alabama
$863K +$810K +3,258 New
BC
1729
Burney Company
Virginia
$862K -$98.4K -396 -11%
CWG
1730
Cornerstone Wealth Group
North Carolina
$861K +$97.9K +394 +14%
OIM
1731
Oder Investment Management
California
$860K -$70.6K -284 -8%
SP
1732
SmartHarvest Portfolios
Washington
$858K +$804K +3,237 New
CT
1733
Chicago Trust
Illinois
$857K -$436K -1,755 -35%
1IA
1734
1834 Investment Advisors
Wisconsin
$857K +$8.95K +36 +1%
CNTOF
1735
Canandaigua National Trust of Florida
New York
$855K -$56.9K -229 -7%
LA
1736
Legacy Advisors
Pennsylvania
$855K +$116K +468 +17%
IA
1737
Integrity Alliance
Iowa
$853K -$106K -426 -12%
ACP
1738
Argyle Capital Partners
California
$852K -$417K -1,680 -34%
PWM
1739
Prentice Wealth Management
New York
$852K +$53.7K +216 +7%
FFN
1740
Focus Financial Network
Minnesota
$851K -$221K -891 -22%
BA
1741
Birinyi Associates
Connecticut
$850K -$162K -650 -17%
PWM
1742
Parkway Wealth Management
Texas
$848K +$796K +3,202 New
RF
1743
Roxbury Financial
New Jersey
$843K -$3.23K -13 -0.4%
CWS
1744
Confluence Wealth Services
Pennsylvania
$837K -$549K -2,210 -41%
TC
1745
TownSquare Capital
Utah
$836K +$134K +539 +21%
FAM
1746
Fred Alger Management
New York
$835K -$2.93M -11,794 -79%
PHIC
1747
Pine Haven Investment Counsel
Massachusetts
$835K +$11.4K +46 +1%
NL
1748
NVWM LLC
Pennsylvania
$834K -$4.47K -18 -0.5%
NPA
1749
Nichols & Pratt Advisers
Massachusetts
$834K +$7.95K +32 +1%
VCM
1750
Versant Capital Management
Arizona
$830K +$258K +1,037 +49%