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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
WI
2026
WBI Investments
New Jersey
$509K +$478K +1,923 New
BIA
2027
Bigelow Investment Advisors
Maine
$509K +$1.74K +7 +0.4%
IRC
2028
Investors Research Corp
Georgia
$509K
KIC
2029
Kensington Investment Counsel
California
$508K
CFO
2030
Cambient Family Office
Michigan
$508K +$475K +1,913 New
RS
2031
Rakuten Securities
Japan
$507K -$289K -1,163 -38%
BMWS
2032
Brady Martz Wealth Solutions
North Dakota
$507K -$14.7K -59 -3%
AWM
2033
Accel Wealth Management
Iowa
$505K +$4.22K +17 +0.9%
CIC
2034
Chilton Investment Company
Connecticut
$504K
BOPW
2035
Brandywine Oak Private Wealth
Pennsylvania
$504K
ESC
2036
Eurizon SLJ Capital
$504K +$472K +1,901 New
BCG
2037
Breakwater Capital Group
New Jersey
$502K -$1.74K -7 -0.4%
GD
2038
Grandfield & Dodd
New York
$500K +$74.6K +300 +19%
RIG
2039
Ramiah Investment Group
Wisconsin
$500K -$129K -519 -22%
SB
2040
Strategic Blueprint
Georgia
$500K -$915K -3,680 -66%
LI
2041
Lafayette Investments
Maryland
$498K +$53.9K +217 +13%
WWM
2042
Walser Wealth Management
Florida
$497K +$467K +1,878 New
OWCM
2043
One Wealth Capital Management
Arizona
$497K +$178K +716 +62%
JF
2044
JSF Financial
California
$497K +$34.5K +139 +8%
FFA
2045
Fi3 Financial Advisors
Indiana
$497K +$59.9K +241 +15%
HA
2046
Herold Advisors
New York
$496K +$18.6K +75 +4%
BFPW
2047
BOK Financial Private Wealth
Colorado
$495K -$1.74K -7 -0.4%
CCWM
2048
Cassaday & Co Wealth Management
Virginia
$492K +$118K +476 +35%
WHCI
2049
W.H. Cornerstone Investments
Massachusetts
$491K -$20.1K -81 -4%
FPWM
2050
FSB Premier Wealth Management
Iowa
$491K +$10.2K +41 +2%