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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
PIC
1751
Portland Investment Counsel
Ontario, Canada
$829K +$252K +1,014 +48%
RPGK
1752
Retirement Planning Group (Kansas)
Kansas
$827K +$8.95K +36 +1%
BTW
1753
Boston Trust Walden
Massachusetts
$827K
TAM
1754
Trillium Asset Management
Massachusetts
$827K -$113K -454 -13%
SA
1755
SPWM Advisors
Michigan
$827K +$776K +3,121 New
LAIC
1756
Lederer & Associates Investment Counsel
California
$825K -$129K -520 -14%
MCP
1757
Mirador Capital Partners
California
$823K -$1.42M -5,709 -65%
GAG
1758
GM Advisory Group
New York
$823K -$48.7K -196 -6%
CW
1759
CrossGen Wealth
North Carolina
$820K +$769K +3,096 New
GI
1760
GAMCO Investors
Connecticut
$818K -$10.2K -41 -1%
PSP
1761
Principal Street Partners
Tennessee
$818K -$104K -420 -12%
VCM
1762
Virtue Capital Management
Tennessee
$814K -$1.41M -5,667 -64%
RWM
1763
Riverbend Wealth Management
South Carolina
$813K +$62.1K +250 +9%
SRC
1764
Sage Rhino Capital
California
$812K -$28.8K -116 -4%
RFP
1765
Root Financial Partners
California
$811K +$109K +437 +17%
PWPS
1766
Pinnacle Wealth Planning Services
Ohio
$811K +$216K +870 +40%
FC
1767
Fjell Capital
North Dakota
$808K +$50.7K +204 +7%
IHL
1768
Investment House LLC
California
$808K
GFP
1769
Gryphon Financial Partners
Ohio
$805K +$45.7K +184 +6%
WFI
1770
West Family Investments
California
$799K -$285K -1,148 -28%
MC
1771
Mirabaud & Cie
Switzerland
$796K -$785K -3,160 -51%
WSA
1772
Warm Springs Advisors
California
$796K
MFC
1773
Mechanics Financial Corp
Ohio
$796K +$24.9K +100 +3%
FWP
1774
Forefront Wealth Partners
Texas
$795K +$12.9K +52 +2%
CIAS
1775
Capital Investment Advisory Services
North Carolina
$794K +$134K +540 +22%