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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
CM
2151
Capula Management
Cayman Islands
$410K -$200K -805 -34%
CPWM
2152
Cypress Point Wealth Management
Texas
$409K
OPWM
2153
Oregon Pacific Wealth Management
Oregon
$409K +$36.5K +147 +11%
SI
2154
Seeds Investor
New York
$407K +$24.4K +98 +7%
CCP
2155
Cane Capital Partners
Louisiana
$407K +$382K +1,536 New
HNW
2156
High Note Wealth
Minnesota
$407K +$16.2K +65 +4%
WC
2157
Westerkirk Capital
$407K -$443K -1,783 -54%
PWMG
2158
Pioneer Wealth Management Group
Texas
$407K -$9.69K -39 -2%
BCP
2159
Berkeley Capital Partners
Georgia
$407K +$25.8K +104 +7%
GAM
2160
Griffin Asset Management
New York
$406K
VAG
2161
VisionPoint Advisory Group
Texas
$406K +$31.6K +127 +9%
FFB
2162
First Financial Bankshares
Texas
$406K -$1.93M -7,768 -84%
CCMT
2163
CMT Capital Markets Trading
Germany
$406K -$984K -3,960 -72%
TCM
2164
Telos Capital Management
California
$405K -$6.21K -25 -2%
DE
2165
DV Equities
Illinois
$405K +$380K +1,529 New
AA
2166
Auxano Advisors
Washington
$404K +$29.6K +119 +8%
HP
2167
Holistic Planning
Texas
$403K +$5.22K +21 +1%
DIM
2168
DLK Investment Management
California
$403K +$13.7K +55 +4%
RRA
2169
Round Rock Advisors
Connecticut
$402K +$377K +1,517 New
MPCA
2170
Madison Park Capital Advisors
Washington
$401K -$46K -185 -11%
VA
2171
Verdad Advisers
Massachusetts
$401K +$376K +1,514 New
LWM
2172
Lionshead Wealth Management
New York
$400K +$2.98K +12 +0.8%
WWM
2173
Westwood Wealth Management
California
$400K +$375K +1,511 New
CRB
2174
Chad R. Baker
$400K -$5.78M -23,270 -94%
TW
2175
TritonPoint Wealth
Maryland
$400K -$3.09M -12,424 -89%