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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
SCA
2226
Sandy Cove Advisors
Massachusetts
$371K +$5.72K +23 +2%
CPCM
2227
Cardinal Point Capital Management
Ontario, Canada
$371K -$9.94K -40 -3%
CT
2228
Coastline Trust
Rhode Island
$371K -$1.28M -5,132 -79%
MPM
2229
Meritage Portfolio Management
Kansas
$370K -$86K -346 -20%
DG
2230
DMC Group
Alabama
$370K +$347K +1,395 New
WH
2231
Willner & Heller
California
$369K +$746 +3 +0.2%
DIM
2232
Delta Investment Management
California
$369K -$785K -3,157 -69%
SQA
2233
Simon Quick Advisors
New Jersey
$369K +$72.6K +292 +27%
SFG
2234
Southern Financial Group
Alabama
$368K +$345K +1,389 New
OWM
2235
Opes Wealth Management
California
$368K -$5.96K -24 -2%
QFW
2236
QTR Family Wealth
Florida
$368K +$5.96K +24 +1%
SIAG
2237
Safeguard Investment Advisory Group
California
$367K +$8.95K +36 +3%
AWM
2238
Atticus Wealth Management
Florida
$367K -$16.2K -65 -4%
FPCP
2239
Fort Point Capital Partners
California
$367K +$51.4K +207 +15%
ANBT
2240
American National Bank & Trust
Texas
$366K -$92.7K -373 -21%
SWA
2241
Strata Wealth Advisors
Texas
$366K +$26.8K +108 +8%
PI
2242
Pettee Investors
Connecticut
$366K -$39.3K -158 -10%
MWM
2243
Meritas Wealth Management
California
$366K
ACA
2244
Arsenal Capital Advisors
Pennsylvania
$365K +$342K +1,377 New
B
2245
Bensler
Washington
$365K -$2.47M -9,942 -88%
YWM
2246
Yoder Wealth Management
California
$362K +$1.74K +7 +0.5%
AW
2247
Alteri Wealth
California
$362K +$10.4K +42 +3%
RDFA
2248
Ritter Daniher Financial Advisory
Ohio
$362K -$8.7K -35 -2%
MR
2249
Munich Reinsurance
$359K -$7M -28,155 -95%
IGGA
2250
Iron Gate Global Advisors
Utah
$358K +$11.9K +48 +4%