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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
SP
1976
Stonebrook Private
Michigan
$551K -$684K -2,752 -57%
CWM
1977
Centurion Wealth Management
Virginia
$550K +$8.45K +34 +2%
MWM
1978
Mosley Wealth Management
California
$548K +$567K +2,280 New
HWA
1979
HCR Wealth Advisors
California
$548K +$130K +522 +34%
LWM
1980
Latko Wealth Management
Illinois
$547K +$746 +3 +0.1%
LOWM
1981
Laurel Oak Wealth Management
New Jersey
$547K +$513K +2,065 New
SIA
1982
SGL Investment Advisors
Montana
$546K +$63.4K +255 +10%
PCMH
1983
Polymer Capital Management (HK)
Hong Kong
$545K +$512K +2,059 New
1CP
1984
17 Capital Partners
Arizona
$544K -$57.9K -233 -10%
MG
1985
McHugh Group
Ohio
$543K
PWP
1986
Phillips Wealth Planners
Mississippi
$543K -$91.2K -367 -13%
RIP
1987
RAM Investment Partners
Washington
$541K -$62.6K -252 -11%
AP
1988
Appleton Partners
Massachusetts
$539K -$21.6K -87 -4%
JWM
1989
Jeppson Wealth Management
California
$537K
SWM
1990
Sandro Wealth Management
New Jersey
$537K +$503K +2,026 New
EPIMS
1991
Evelyn Partners Investment Management Services
$536K -$332K -1,336 -40%
HNB
1992
Hilltop National Bank
Wyoming
$536K -$140K -565 -22%
WAG
1993
Wallace Advisory Group
California
$535K +$260K +1,046 +107%
LA
1994
LVW Advisors
New York
$535K +$43K +173 +9%
SFG
1995
Synergy Financial Group
California
$533K -$5.72K -23 -1%
FWI
1996
Facet Wealth Inc
Maryland
$531K +$171K +687 +42%
CP
1997
Covenant Partners
Tennessee
$530K
AIMC
1998
Alley Investment Management Company
Illinois
$530K
CI
1999
Corient IA
Florida
$530K
FPH
2000
Financial Planning Hawaii
Hawaii
$530K +$497K +2,000 New