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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
RF
2201
Rossby Financial
Florida
$384K -$58.2K -234 -14%
TCM
2202
Triumph Capital Management
Colorado
$383K +$14.7K +59 +4%
BWM
2203
BlackDiamond Wealth Management
New York
$383K +$54.7K +220 +13%
CPWA
2204
Cerro Pacific Wealth Advisors
California
$383K -$2.98K -12 -0.8%
BFG
2205
Beacon Financial Group
Texas
$383K +$18.1K +73 +5%
SAM
2206
Sagewood Asset Management
New York
$383K +$359K +1,444 New
LCWP
2207
Legacy Capital Wealth Partners
Arkansas
$382K -$4.22K -17 -1%
BWS
2208
Broadway Wealth Solutions
Texas
$382K +$5.47K +22 +2%
OFG
2209
Oxford Financial Group
Indiana
$381K -$130K -525 -27%
BWA
2210
Bestgate Wealth Advisors
Maryland
$381K
SCG
2211
Sonata Capital Group
Washington
$381K -$119K -479 -25%
HI
2212
Hudock Inc
Pennsylvania
$380K +$8.7K +35 +3%
EFG
2213
Ethos Financial Group
Pennsylvania
$380K -$10.9K -44 -3%
RIS
2214
Retirement Income Solutions
Michigan
$377K -$10.2K -41 -3%
FG
2215
Foster Group
Iowa
$377K +$75.5K +304 +27%
NAS
2216
NWF Advisory Services
California
$376K +$20.9K +84 +6%
SSWM
2217
Sheets Smith Wealth Management
North Carolina
$376K +$2.98K +12 +0.9%
IWAO
2218
Independence Wealth Advisors (Ohio)
Ohio
$375K +$352K +1,417 New
LCM
2219
Legato Capital Management
California
$375K +$352K +1,417 New
FWP
2220
Fiduciary Wealth Partners
Massachusetts
$375K -$16.9K -68 -5%
GWMIA
2221
Global Wealth Management Investment Advisory
Florida
$375K -$3M -12,084 -90%
CFIA
2222
Cantor Fitzgerald Investment Advisors
New York
$374K
HC
2223
Hamilton Capital
Ohio
$374K +$350K +1,410 New
AIA
2224
AssuredPartners Investment Advisors
Florida
$371K +$348K +1,402 New
ATC
2225
Adirondack Trust Company
New York
$371K +$249 +1 +0.1%