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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
STA
2101
Smith Thornton Advisors
Alabama
$447K +$3.73K +15 +0.9%
AF
2102
Aviso Financial
Ontario, Canada
$447K -$796K -3,204 -66%
DJYG
2103
David J. Yvars Group
Florida
$446K +$29.8K +120 +8%
LT
2104
Legacy Trust
Michigan
$446K
DCM
2105
DGS Capital Management
New Jersey
$446K +$199K +800 +91%
TWM
2106
Thryve Wealth Management
Texas
$446K +$418K +1,683 New
JTWM
2107
Jackson Thornton Wealth Management
Alabama
$445K +$421K +1,693 New
WF
2108
Wayfinding Financial
Washington
$443K -$27.1K -109 -6%
PMSA
2109
Patrick M. Sweeney & Associates
Illinois
$442K +$36.5K +147 +10%
JC
2110
JM2 Capital
Oklahoma
$441K +$414K +1,666 New
GWAG
2111
Garrett Wealth Advisory Group
Texas
$439K -$19.9K -80 -5%
BCA
2112
Bay Colony Advisors
Massachusetts
$439K +$412K +1,656 New
KOC
2113
Koss-Olinger Consulting
Florida
$438K -$119K -478 -22%
LSIA
2114
LaSalle St. Investment Advisors
Illinois
$437K +$4.22K +17 +1%
ONSWM
2115
Old North State Wealth Management
North Carolina
$435K +$172K +691 +73%
CL
2116
CVFG LLC
Indiana
$435K +$18.1K +73 +5%
EP
2117
EPIQ Partners
Minnesota
$435K -$6.71K -27 -2%
LEA
2118
Legacy Edge Advisors
New York
$434K +$408K +1,640 New
CAM
2119
Claret Asset Management
Quebec, Canada
$434K +$12.9K +52 +3%
OWMIAS
2120
One Wealth Management Investment & Advisory Services
Florida
$432K +$23.4K +94 +6%
ACM
2121
Arcataur Capital Management
Wisconsin
$431K -$5.96K -24 -1%
SFGM
2122
Stonebridge Financial Group (Missouri)
Missouri
$430K +$404K +1,625 New
RWA
2123
Rooted Wealth Advisors
Illinois
$430K -$178K -715 -25%
HFS
2124
Howard Financial Services
Texas
$429K +$23.4K +94 +6%
SSCA
2125
South Shore Capital Advisors
Massachusetts
$427K +$401K +1,613 New