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Salesforce

2,940 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, 1,232 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: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8052,940 (+135)

12% less repeat investments, than reductions

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

Holders
2,940
Holders Change
+135
Holders Change %
+4.81%
% of All Funds
35.77%
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
1,232
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
GCM
1876
Gallacher Capital Management
Colorado
$656K -$208K -836 -25%
TNA
1877
True North Advisors
Texas
$656K -$1.98M -7,977 -76%
BWM
1878
BankPlus Wealth Management
Mississippi
$656K +$45K +181 +8%
MEG
1879
Millstone Evans Group
Colorado
$654K +$21.1K +85 +4%
KCIC
1880
Kuhn & Co Investment Counsel
Illinois
$654K +$5.47K +22 +0.9%
AIM
1881
Advyzon Investment Management
Illinois
$653K +$175K +705 +40%
BOJHT
1882
Bank of Jackson Hole Trust
Wyoming
$652K +$85.2K +343 +16%
FWP
1883
FAS Wealth Partners
Kansas
$650K -$994 -4 -0.2%
BWM
1884
Baron Wealth Management
Michigan
$650K -$98.7K -397 -14%
CAM
1885
Cidel Asset Management
Ontario, Canada
$649K -$374K -1,504 -38%
SIM
1886
Sentry Investment Management
Wisconsin
$648K
ACGA
1887
Atlanta Consulting Group Advisors
Georgia
$647K -$746 -3 -0.1%
MWA
1888
MN Wealth Advisors
Kansas
$647K +$607K +2,441 New
WWWM
1889
White Wing Wealth Management
Texas
$646K +$606K +2,440 New
RBFC
1890
Roman Butler Fullerton & Co
Missouri
$646K -$308K -1,238 -30%
FFO
1891
Fortitude Family Office
Arizona
$646K -$12.2K -49 -2%
PWM
1892
Purus Wealth Management
California
$645K +$18.4K +74 +3%
WI
1893
WrapManager Inc
California
$645K -$103K -415 -15%
OFS
1894
OneAscent Financial Services
Alabama
$645K +$76K +306 +14%
GWM
1895
Greenwich Wealth Management
Connecticut
$644K +$11.7K +47 +2%
GSB
1896
Greenfield Savings Bank
Massachusetts
$644K +$37.3K +150 +7%
SLG
1897
Stanley-Laman Group
Pennsylvania
$643K +$604K +2,429 New
ZI
1898
ZEGA Investments
Florida
$642K +$23.6K +95 +4%
QFA
1899
Quantum Financial Advisors
California
$642K +$602K +2,423 New
EHWM
1900
Eads & Heald Wealth Management
Georgia
$638K -$118K -473 -16%