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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
ST
1926
Smithfield Trust
Pennsylvania
$604K -$38K -153 -6%
IWA
1927
IVC Wealth Advisors
Pennsylvania
$602K +$30.3K +122 +6%
FA
1928
Fiduciary Alliance
South Carolina
$601K -$162K -650 -22%
VGDSS
1929
VUB Generali dochodkova spravcovska spolocnost
$599K +$562K +2,262 New
WAG
1930
Wilkerson Advisory Group
Missouri
$599K +$562K +2,261 New
CIM
1931
CIM Investment Management
Pennsylvania
$599K
ST
1932
Somerset Trust
Pennsylvania
$598K +$15.9K +64 +3%
DI
1933
Diligent Investors
California
$596K -$12.4K -50 -2%
DIP
1934
Davis Investment Partners
North Carolina
$596K +$584K +2,350 New
AWM
1935
Accurate Wealth Management
Florida
$595K +$28.3K +114 +5%
BFA
1936
Beacon Financial Advisory
Ohio
$595K +$79.8K +321 +17%
BWA
1937
Basecamp Wealth Advisors
Washington
$594K +$557K +2,242 New
VFG
1938
Victory Financial Group
Texas
$593K -$12.2K -49 -2%
BPMC
1939
Buckland Partners Management Co
New York
$592K +$555K +2,232 New
MFG
1940
Magnus Financial Group
New York
$589K -$25.6K -103 -4%
IA
1941
IFG Advisors
Missouri
$587K
RZH
1942
Relyea Zuckerberg Hanson
Connecticut
$582K -$16.4K -66 -3%
CWMGO
1943
Capstone Wealth Management Group (Oregon)
Oregon
$582K +$50.4K +203 +10%
CA
1944
Calton & Associates
Florida
$580K +$170K +683 +45%
KIM
1945
Kestra Investment Management
Texas
$580K -$122K -491 -18%
RFS
1946
Richardson Financial Services
Massachusetts
$579K +$67.1K +270 +14%
WCM
1947
Windsor Capital Management
Arizona
$579K -$17.9K -72 -3%
PWS
1948
Peterson Wealth Services
Utah
$578K -$317K -1,275 -37%
PWMAG
1949
Pinnacle Wealth Management Advisory Group
New Jersey
$578K +$4.97K +20 +0.9%
TVAMP
1950
Tennessee Valley Asset Management Partners
Tennessee
$575K +$11.9K +48 +2%