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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 405 funds opening new positions, 1,082 increasing their positions, 1,233 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 405 | 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: 2,8062,942 (+136)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,233

Holders
2,942
Holders Change
+136
Holders Change %
+4.85%
% 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
405
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
RIL
1776
Rothschild Investment LLC
Illinois
$792K -$187K -753 -20%
WFA
1777
WJ Financial Advisors
Connecticut
$791K +$249 +1 +0%
WPWM
1778
Western Pacific Wealth Management
Illinois
$790K +$61.9K +249 +9%
3IP
1779
3Chopt Investment Partners
Virginia
$787K -$234K -940 -24%
BB
1780
Burford Brothers
Texas
$784K -$195K -783 -21%
ZIG
1781
Zullo Investment Group
Pennsylvania
$783K +$19.4K +78 +3%
OWG
1782
Oxford Wealth Group
Florida
$780K +$732K +2,946 New
CH
1783
Cromwell Holdings
Wyoming
$780K +$29.3K +118 +4%
BWA
1784
Blodgett Wealth Advisors
California
$778K -$68.3K -275 -9%
AFT
1785
Alpha Family Trust
California
$778K
IA
1786
IFG Advisory
Georgia
$777K +$146K +588 +25%
BCM
1787
Bienville Capital Management
New York
$776K
WAOI
1788
Wealth Advisors of Iowa
Iowa
$774K -$1.74K -7 -0.2%
HBW
1789
Hazlett, Burt & Watson
West Virginia
$772K -$83.5K -336 -10%
HIC
1790
Holderness Investments Company
North Carolina
$771K -$113K -454 -13%
APW
1791
Aventura Private Wealth
Florida
$771K -$107K -431 -13%
MWM
1792
Modern Wealth Management
Kansas
$770K +$75.5K +304 +12%
NL
1793
NWAM LLC
Washington
$770K -$54.7K -220 -6%
MIC
1794
Meridian Investment Counsel
California
$770K -$81.3K -327 -10%
UCB
1795
United Community Bank
South Carolina
$769K -$353K -1,421 -33%
AWM
1796
Aries Wealth Management
Maine
$769K +$9.94K +40 +1%
RIG
1797
RiverFront Investment Group
Virginia
$767K -$25.6K -103 -3%
GAA
1798
Global Assets Advisory
Florida
$761K -$134K -540 -16%
FWA
1799
Flagship Wealth Advisors
Massachusetts
$760K -$11.2K -45 -1%
IIL
1800
Income Insurance Ltd
$760K +$713K +2,870 New