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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
BB
2176
Busey Bank
Illinois
$399K +$4.97K +20 +1%
BRIA
2177
Balanced Rock Investment Advisors
Massachusetts
$399K -$2.48K -10 -0.7%
DWA
2178
Delap Wealth Advisory
Oregon
$398K +$54.4K +219 +17%
HA
2179
Harbor Advisors
Florida
$397K
BMCM
2180
Black Maple Capital Management
Wisconsin
$397K +$124K +500 +50%
CQWA
2181
Chokshi & Queen Wealth Advisors
California
$397K +$373K +1,500 New
KCM
2182
Kathmere Capital Management
Pennsylvania
$397K +$107K +431 +40%
HCM
2183
Hengehold Capital Management
Ohio
$396K -$2.48K -10 -0.7%
FNBT
2184
FineMark National Bank & Trust
Florida
$395K +$52.7K +212 +17%
JF
2185
JMN Financial
Ohio
$394K +$369K +1,486 New
WF
2186
Womack Financial
Texas
$394K
FAT
2187
First American Trust
California
$393K +$90.2K +363 +32%
BMC
2188
Beaton Management Company
Massachusetts
$393K +$24.9K +100 +7%
VCP
2189
Verus Capital Partners
Arizona
$392K +$146K +589 +66%
DG
2190
Dala Group
Illinois
$391K +$367K +1,478 New
CC
2191
Cypress Capital
Tennessee
$391K +$10.2K +41 +3%
TC
2192
Tannin Capital
North Carolina
$391K +$367K +1,476 New
VW
2193
Vantus Wealth
Pennsylvania
$389K +$365K +1,470 New
FMN
2194
Financial Management Network
California
$389K -$29.8K -120 -7%
LRWA
2195
Long Run Wealth Advisors
New York
$389K +$8.95K +36 +3%
GA
2196
GFS Advisors
Texas
$389K -$1.33M -5,351 -78%
OWP
2197
ORG Wealth Partners
Texas
$388K -$250K -1,008 -41%
TCM
2198
Tandem Capital Management
New Jersey
$388K -$326K -1,313 -47%
SFC
2199
SYM Financial Corp
Indiana
$385K -$40.3K -162 -10%
MW
2200
MBL Wealth
North Carolina
$385K +$64.9K +261 +22%