We are live on ! Find out more
CRM icon

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
ASBI
2001
American State Bank (Iowa)
Iowa
$530K +$36K +145 +8%
ACM
2002
Andina Capital Management
Utah
$528K +$24.4K +98 +5%
CT
2003
Colonial Trust
South Carolina
$524K -$39.8K -160 -7%
ACP
2004
Aviance Capital Partners
Florida
$524K -$2.73K -11 -0.6%
CSB
2005
City State Bank
Iowa
$523K -$147K -590 -23%
AP
2006
Anchyra Partners
Georgia
$523K +$491K +1,975 New
NLA
2007
Northern Lights Advisors
Washington
$523K +$491K +1,975 New
ISWM
2008
Independent Solutions Wealth Management
New York
$523K -$22.6K -91 -4%
FCM
2009
FirstWave Capital Management
Florida
$522K +$490K +1,972 New
PF
2010
Prota Financial
Texas
$522K +$490K +1,972 New
BFG
2011
Berger Financial Group
Minnesota
$521K -$7.46K -30 -2%
AA
2012
Apriem Advisors
California
$521K +$19.9K +80 +4%
GA
2013
Greenspring Advisors
Maryland
$519K +$487K +1,959 New
EL
2014
EWA LLC
Pennsylvania
$519K -$6.46K -26 -1%
WWA
2015
Wisconsin Wealth Advisors
Wisconsin
$518K -$2.98K -12 -0.6%
SMA
2016
Seven Mile Advisory
New Jersey
$518K -$128K -517 -21%
LWM
2017
Liberty Wealth Management
California
$515K -$746 -3 -0.2%
GWM
2018
GK Wealth Management
Nevada
$515K +$204K +822 +73%
VFG
2019
V2 Financial group
Illinois
$514K +$62.9K +253 +15%
APG
2020
Abacus Planning Group
South Carolina
$514K +$129K +520 +37%
PFA
2021
Pure Financial Advisors
California
$513K -$82K -330 -15%
SL
2022
Sentinus LLC
Illinois
$513K +$51.7K +208 +12%
RWP
2023
Revolve Wealth Partners
New Jersey
$510K +$2.24K +9 +0.5%
TC
2024
Trilogy Capital
California
$510K +$3.23K +13 +0.7%
PP
2025
Patron Partners
Texas
$510K -$39.5K -159 -8%