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Salesforce

2,939 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: 2,8052,939 (+134)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
Holders Change
+134
Holders Change %
+4.78%
% of All Funds
35.76%
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
GAA
2126
Guardian Asset Advisors
Pennsylvania
$426K -$79.3K -319 -17%
GAM
2127
Gemmer Asset Management
California
$426K +$42.5K +171 +12%
ARC
2128
Advisor Resource Council
Texas
$425K +$500K +2,013 New
SMFG
2129
Sumitomo Mitsui Financial Group
Japan
$424K +$316K +1,271 +393%
BFA
2130
Beaumont Financial Advisors
Massachusetts
$423K -$9.69K -39 -2%
MSA
2131
Marino Stram & Associates
Massachusetts
$422K -$99.9K -402 -20%
LWM
2132
LJI Wealth Management
Indiana
$422K -$47.5K -191 -11%
FCG
2133
Fielder Capital Group
Tennessee
$421K +$96.4K +388 +32%
SSA
2134
Sierra Summit Advisors
Nevada
$420K -$58.6K -236 -13%
VC
2135
Veery Capital
Delaware
$420K -$6.96K -28 -2%
CA
2136
Cornerstone Advisory
Maryland
$418K +$52.4K +211 +15%
WAM
2137
Wakefield Asset Management
Colorado
$417K
AF
2138
Advisornet Financial
Minnesota
$416K -$13.2K -53 -3%
SWM
2139
Seed Wealth Management
Illinois
$416K -$49.7K -200 -11%
PIA
2140
Pinion Investment Advisors
Kansas
$416K -$2.73K -11 -0.7%
CWA
2141
Cura Wealth Advisors
Illinois
$415K +$83K +334 +27%
RIP
2142
Reliant Investment Partners
North Carolina
$415K
PWC
2143
Pathfinder Wealth Consulting
North Carolina
$414K +$389K +1,565 New
BW
2144
BXM Wealth
Colorado
$414K -$182K -732 -34%
KW
2145
KWB Wealth
California
$414K
BOH
2146
Bank of Hawaii
Hawaii
$413K -$127K -511 -25%
FMC
2147
First Merchants Corp
Indiana
$412K +$99.4K +400 +35%
CFO
2148
CVA Family Office
Colorado
$411K -$36K -145 -9%
DWA
2149
Dougherty Wealth Advisers
Minnesota
$410K
GWSG
2150
GPS Wealth Strategies Group
Colorado
$410K -$769K -3,093 -67%