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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
CASB
1951
Cape Ann Savings Bank
Massachusetts
$575K +$58.4K +235 +12%
PA
1952
Perennial Advisors
New York
$574K +$6.46K +26 +1%
RPWA
1953
Regent Peak Wealth Advisors
Georgia
$573K +$22.1K +89 +4%
WA
1954
WBH Advisory
Maryland
$572K -$47.7K -192 -8%
HAM
1955
Harmony Asset Management
Arizona
$570K +$1.24K +5 +0.2%
ACA
1956
American Capital Advisory
Idaho
$570K +$168K +678 +46%
JSAM
1957
J. Safra Asset Management
New York
$570K +$278K +1,117 +108%
WCFA
1958
Walkner Condon Financial Advisors
Wisconsin
$569K +$8.95K +36 +2%
WAG
1959
Winthrop Advisory Group
Massachusetts
$569K -$40.5K -163 -7%
CA
1960
Cresta Advisors
Texas
$568K +$533K +2,146 New
SWP
1961
Semus Wealth Partners
Florida
$567K -$9.44K -38 -2%
CWA
1962
Consilio Wealth Advisors
Washington
$564K +$5.72K +23 +1%
LTI
1963
Laffer Tengler Investments
Tennessee
$564K +$320K +1,286 +152%
VCM
1964
Voleon Capital Management
California
$564K -$13.7M -54,991 -96%
AA
1965
Addison Advisors
Vermont
$562K +$33.8K +136 +7%
I
1966
InceptionR
California
$562K -$201K -808 -28%
SEP
1967
Signature Equity Partners
Ohio
$561K +$526K +2,118 New
APM
1968
a16z Perennial Management
California
$561K -$1.99K -8 -0.4%
CA
1969
Capital Advantage
California
$561K +$34K +137 +7%
BPW
1970
Bingham Private Wealth
California
$559K +$525K +2,111 New
BIG
1971
Brookwood Investment Group
Arizona
$558K -$550K -2,213 -51%
FSBI
1972
Fearless Solutions (Best Invest)
Texas
$555K -$351K -1,412 -40%
AG
1973
AmeriFlex Group
Nevada
$553K -$67.1K -270 -11%
OBWG
1974
Onyx Bridge Wealth Group
New York
$552K -$1.99K -8 -0.4%
4A
1975
4Wealth Advisors
Illinois
$552K +$46.7K +188 +10%