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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
WG
2076
Welch Group
Alabama
$467K +$23.6K +95 +6%
PSP
2077
Pacific Sage Partners
Washington
$467K -$10.2K -41 -2%
FSA
2078
Franklin Street Advisors
North Carolina
$466K -$41K -165 -9%
APW
2079
Austin Private Wealth
Texas
$466K -$326K -1,311 -43%
PWM
2080
Pines Wealth Management
North Carolina
$464K +$6.46K +26 +2%
SWGC
2081
Summit Wealth Group (Colorado)
Colorado
$463K +$435K +1,749 New
APWM
2082
Argonautica Private Wealth Management
Massachusetts
$463K -$11.2K -45 -3%
GCA
2083
Gallagher Capital Advisors
Texas
$463K -$431K -1,733 -50%
TFM
2084
TFC Financial Management
Massachusetts
$462K +$85K +342 +24%
ML
2085
McAdam LLC
Pennsylvania
$462K +$33.3K +134 +8%
KLCM
2086
KG&L Capital Management
Louisiana
$461K -$47.2K -190 -10%
FEG
2087
Financial Enhancement Group
Indiana
$458K -$81K -326 -14%
JCM
2088
Jacobsen Capital Management
Utah
$458K -$47.2K -190 -10%
DWS
2089
Dynamic Wealth Strategies
California
$458K +$35K +141 +9%
SCM
2090
Schnieders Capital Management
California
$457K
TWP
2091
Tyche Wealth Partners
Texas
$456K -$7.95K -32 -2%
FLP
2092
Financial Life Planners
Arizona
$455K -$28.6K -115 -6%
WPC
2093
Waters Parkerson & Co
Louisiana
$454K
TC
2094
TFR Capital
Texas
$454K +$2.48K +10 +0.6%
KCP
2095
Kera Capital Partners
California
$453K +$313K +1,259 +144%
NEI
2096
Northwest & Ethical Investments
Ontario, Canada
$452K -$16.1M -64,985 -97%
SPAS
2097
Spectrum Planning & Advisory Services
California
$451K +$6.71K +27 +2%
PB
2098
Pinnacle Bancorp
Nebraska
$450K -$37.3K -150 -8%
MCA
2099
MSH Capital Advisors
Arizona
$449K +$421K +1,695 New
LI
2100
LRI Investments
Florida
$447K +$75.8K +305 +1%