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
GF
2051
Gabelli Funds
New York
$490K -$28.6K -115 -6%
SFO
2052
Stokes Family Office
Louisiana
$490K +$42.5K +171 +10%
RFW
2053
Rainier Family Wealth
Washington
$490K +$183K +737 +66%
DOA
2054
D'Orazio & Associates
Virginia
$487K -$5.47K -22 -1%
B
2055
Bellecapital
Switzerland
$487K
AA
2056
Armis Advisers
Georgia
$487K +$167K +674 +37%
CA
2057
CoreCap Advisors
Michigan
$486K -$94.9K -382 -17%
FA
2058
FF Advisors
California
$485K -$5.47K -22 -1%
MUMSS
2059
Mitsubishi UFJ Morgan Stanley Securities
Japan
$485K +$455K +1,832 New
CWA
2060
Clarity Wealth Advisors
California
$485K -$18.1K -73 -4%
RC
2061
Rexford Capital
Texas
$485K -$58.6K -236 -11%
AI
2062
AdvisorShares Investments
Maryland
$485K +$455K +1,830 New
MP
2063
Moment Partners
California
$485K
ACA
2064
Affinity Capital Advisors
California
$483K +$62.6K +252 +16%
TW
2065
Traveka Wealth
California
$483K -$24.4K -98 -5%
HIC
2066
Hartline Investment Corp
Illinois
$483K -$3.88M -15,628 -90%
EWA
2067
Encompass Wealth Advisors
Oregon
$481K +$25.8K +104 +6%
WC
2068
Waterloo Capital
Texas
$479K +$58.4K +235 +15%
BMC
2069
Benin Management Corp
Connecticut
$479K +$4.97K +20 +1%
CRWM
2070
Castle Rock Wealth Management
California
$477K -$49.2K -198 -7%
WA
2071
Waddell & Associates
Tennessee
$476K -$50.7K -204 -10%
VIM
2072
Vista Investment Management
Pennsylvania
$474K -$34K -137 -7%
AIMA
2073
Ables Iannone Moore & Associates
Georgia
$471K -$134K -539 -23%
WCM
2074
Wedge Capital Management
North Carolina
$471K +$27.3K +110 +7%
BPFA
2075
Barnes Pettey Financial Advisors
Mississippi
$469K +$18.6K +75 +4%