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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
BBI
2251
Baxter Bros Inc
Connecticut
$358K -$26.1K -105 -7%
KPWG
2252
KFA Private Wealth Group
Virginia
$358K +$6.71K +27 +2%
WIA
2253
Wetzel Investment Advisors
Indiana
$356K +$2.98K +12 +0.9%
MA
2254
MJP Associates
Connecticut
$356K +$33.8K +136 +11%
ICP
2255
Impact Capital Partners
Colorado
$355K +$6.96K +28 +2%
SW
2256
SlateStone Wealth
Florida
$355K -$50.9K -205 -13%
CCW
2257
Coastline Complete Wealth
South Carolina
$354K +$333K +1,338 New
MHC
2258
May Hill Capital
Massachusetts
$354K +$48K +193 +17%
JCIA
2259
Jackson Creek Investment Advisors
Colorado
$354K -$1.24K -5 -0.4%
FMWA
2260
Forvis Mazars Wealth Advisors
Missouri
$353K -$9.94K -40 -3%
WA
2261
Wealth Architects
California
$352K +$34.8K +140 +12%
WBCM
2262
Wilson & Boucher Capital Management
California
$351K -$211K -850 -39%
NWWA
2263
New Wave Wealth Advisors
Arkansas
$351K +$994 +4 +0.3%
AWA
2264
Adapt Wealth Advisors
Georgia
$350K +$24.1K +97 +8%
AA
2265
Acorns Advisers
California
$350K +$7.7K +31 +2%
CCM
2266
Consolidated Capital Management
California
$349K -$497 -2 -0.2%
WWM
2267
Wolff Wiese Magana
California
$349K +$15.7K +63 +5%
MC
2268
Machina Capital
France
$348K -$7.08M -28,505 -96%
FFC
2269
First Financial Corp
Indiana
$348K -$6.46K -26 -2%
HBT
2270
Heartland Bank & Trust
Illinois
$347K -$1.12M -4,498 -77%
BLFG
2271
Brian Low Financial Group
Louisiana
$346K -$678K -2,727 -68%
HR
2272
Howe & Rusling
New York
$346K +$55.7K +224 +21%
VF
2273
Vawter Financial
Ohio
$345K +$72.8K +293 +29%
FI
2274
Fosun International
China
$345K
IP
2275
Intellectus Partners
California
$345K +$19.9K +80 +7%