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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
PCG
1851
PFC Capital Group
California
$691K -$499K -2,008 -43%
CSA
1852
Cornerstone Select Advisors
Missouri
$691K +$9.2K +37 +1%
TP
1853
Tranquility Partners
Tennessee
$690K -$177K -713 -21%
UFA
1854
Unify Financial Advisors
Florida
$689K +$646K +2,599 New
AT
1855
Avalon Trust
New Mexico
$687K -$23.6K -95 -4%
AC
1856
Avory & Company
Florida
$687K +$645K +2,595 New
CA
1857
Crumly & Associates
Illinois
$685K -$61.9K -249 -9%
Polen Capital Management
1858
Polen Capital Management
Florida
$684K -$291K -1,171 -31%
CPW
1859
Catalyst Private Wealth
California
$683K +$18.6K +75 +3%
BA
1860
Bridgewater Advisors
New York
$681K +$47K +189 +7%
MMG
1861
Monetary Management Group
Missouri
$681K -$191K -770 -23%
VDC
1862
Van Diest Capital
Iowa
$678K +$636K +2,560 New
WPC
1863
White Pine Capital
Minnesota
$678K -$87.7K -353 -12%
UAG
1864
United Advisor Group
Ohio
$672K +$32.3K +130 +5%
UWP
1865
Uniting Wealth Partners
Kansas
$672K -$11.2K -45 -2%
EA
1866
Everpar Advisors
Oklahoma
$670K +$141K +568 +29%
TPWA
1867
Twin Peaks Wealth Advisors
California
$669K -$178K -716 -17%
GCC
1868
Game Creek Capital
Massachusetts
$669K +$627K +2,525 New
CT
1869
Clearstead Trust
Maine
$667K +$16.4K +66 +3%
AO
1870
Advisor OS
Illinois
$665K +$46.2K +186 +8%
WCA
1871
Westover Capital Advisors
Delaware
$665K -$14.9K -60 -2%
MIM
1872
Moseley Investment Management
Florida
$663K -$215K -867 -26%
SPM
1873
Symmetry Peak Management
Pennsylvania
$662K +$621K +2,500 New
CUAMC
1874
China Universal Asset Management Company
China
$658K +$10.7K +43 +2%
FFO
1875
Fiduciary Family Office
Florida
$656K +$1.49K +6 +0.2%