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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
CTA
1801
Clear Trail Advisors
Texas
$759K +$712K +2,867 New
KC
1802
Knuff & Co
California
$759K -$10.9K -44 -2%
CA
1803
Claro Advisors
Massachusetts
$758K +$32.1K +129 +5%
RBC
1804
Romano Brothers & Co
Illinois
$758K -$65.9K -265 -8%
RC
1805
Rovin Capital
Arizona
$757K +$60.4K +243 +9%
OL
1806
Odyssean LLC
Connecticut
$757K +$710K +2,857 New
OL
1807
OneFund LLC
Florida
$756K +$36.3K +146 +5%
CNBTD
1808
Citizens National Bank Trust Department
Mississippi
$754K +$27.1K +109 +4%
SCI
1809
S&CO Inc
Massachusetts
$752K
GDP
1810
Great Diamond Partners
Maine
$752K -$25.1K -101 -3%
CA
1811
Carson Advisory
Georgia
$750K +$68.6K +276 +11%
FWA
1812
FSM Wealth Advisors
Ohio
$749K +$172K +694 +33%
YP
1813
YANKCOM Partnership
South Dakota
$748K +$10.9K +44 +2%
TAA
1814
TB Alternative Assets
Cayman Islands
$745K +$699K +2,813 New
MQWP
1815
Morey & Quinn Wealth Partners
Nebraska
$744K -$14.4K -58 -2%
CCM
1816
Capstone Capital Management
$744K +$698K +2,808 New
FMLI
1817
Fukoku Mutual Life Insurance
Japan
$743K -$43.2K -174 -6%
PWM
1818
Pursuit Wealth Management
Florida
$743K +$697K +2,805 New
MMPW
1819
Mitchell McLeod Pugh & Williams
Alabama
$742K -$19.4K -78 -2%
FFA
1820
First Foundation Advisors
California
$738K +$10.7K +43 +2%
HWMG
1821
Harbour Wealth Management Group
South Carolina
$734K +$688K +2,770 New
CWM
1822
Concentrum Wealth Management
California
$730K -$58.2K -234 -8%
MAM
1823
Milestone Asset Management
Pennsylvania
$728K -$1.78M -7,159 -72%
CCFM
1824
Clear Creek Financial Management
Washington
$726K -$57.4K -231 -8%
SPWG
1825
Sage Private Wealth Group
Illinois
$721K +$15.9K +64 +2%