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Salesforce

2,941 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, 1,232 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: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8052,941 (+136)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,941
Holders Change
+136
Holders Change %
+4.85%
% of All Funds
35.78%
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
1,232
Closed
207
Calls
$7.1B
Puts
$6.12B
Net Calls
+$975M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1826
Summa Corp
Texas
$718K +$231K +929 +52%
RMDI
1827
R.M. Davis Inc
Maine
$717K +$40K +161 +6%
PR
1828
Payden & Rygel
California
$715K -$348K -1,400 -34%
PFBT
1829
Parkside Financial Bank & Trust
Missouri
$714K +$5.47K +22 +0.8%
EP
1830
Edgestream Partners
New Jersey
$712K -$2.04M -8,191 -75%
CWG
1831
Crown Wealth Group
North Carolina
$712K +$9.2K +37 +1%
WPW
1832
Watershed Private Wealth
Illinois
$711K
FWCM
1833
Ferguson Wellman Capital Management
Oregon
$710K +$26.8K +108 +4%
PA
1834
Persium Advisors
Georgia
$710K +$48.5K +195 +8%
KAM
1835
Karani Asset Management
New York
$708K -$2.98K -12 -0.4%
ACI
1836
Alpha Cubed Investments
California
$706K -$24.9K -100 -4%
PMWMG
1837
Parr McKnight Wealth Management Group
Minnesota
$705K -$1.59M -6,416 -71%
MIFH
1838
Migdal Insurance & Financial Holdings
Israel
$705K -$756K -3,041 -53%
RGC
1839
Roberts, Glore & Co
Illinois
$701K +$5.47K +22 +0.8%
CCA
1840
Coign Capital Advisors
Utah
$701K +$10.9K +44 +2%
MSWM
1841
McGlone Suttner Wealth Management
Wisconsin
$700K -$35K -141 -5%
SNB
1842
Security National Bank
Nebraska
$699K +$347K +1,398 +113%
SOS
1843
Silver Oak Securities
Tennessee
$698K +$58.9K +237 +10%
DS
1844
DRW Securities
Illinois
$698K -$481K -1,935 -42%
W
1845
WealthCollab
Washington
$698K +$5.96K +24 +0.9%
RFN
1846
Redwood Financial Network
Ohio
$698K -$12.9K -52 -2%
HIF
1847
Hill Island Financial
Michigan
$697K -$79K -318 -11%
SB
1848
Sunflower Bank
Texas
$696K -$44.7K -180 -6%
CWP
1849
Cyndeo Wealth Partners
Florida
$694K -$3.05M -12,268 -82%
MFA
1850
Mayflower Financial Advisors
Massachusetts
$691K -$5.72K -23 -0.9%