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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
FA
2276
Faithward Advisors
Pennsylvania
$345K +$76.3K +307 +31%
CIA
2277
Caerus Investment Advisors
Texas
$344K -$132K -533 -29%
ABTD
2278
Arvest Bank Trust Division
Oklahoma
$344K -$9.7M -39,034 -97%
1WM
2279
1900 Wealth Management
Texas
$344K +$322K +1,297 New
OFO
2280
OneAscent Family Office
Alabama
$343K +$322K +1,295 New
AIM
2281
Acropolis Investment Management
Missouri
$342K -$29.8K -120 -9%
MBTD
2282
Mechanics Bank - Trust Department
California
$342K -$746 -3 -0.2%
VC
2283
Veracity Capital
Georgia
$342K -$35.5K -143 -10%
CFGW
2284
Chancellor Financial Group WB
Pennsylvania
$341K +$320K +1,286 New
MGI
2285
Miller Global Investments
Texas
$340K +$319K +1,285 New
CFSG
2286
Clark Financial Services Group
Missouri
$340K -$16.9K -68 -5%
IP
2287
Isthmus Partners
Wisconsin
$340K
ACA
2288
Aspire Capital Advisors
Washington
$339K +$74.1K +298 +30%
SFWC
2289
Strategic Family Wealth Counselors
New Jersey
$339K +$383K +1,542 New
SPW
2290
Signet Private Wealth
Illinois
$339K +$318K +1,279 New
GCA
2291
Gradient Capital Advisors
California
$339K +$994 +4 +0.3%
EAM
2292
Empirical Asset Management
Massachusetts
$338K +$17.4K +70 +6%
RL
2293
Rogco LP
Oklahoma
$337K +$35.3K +142 +13%
AAM
2294
Aureus Asset Management
Massachusetts
$337K +$52.7K +212 +20%
AMPWP
2295
Alvarez & Marsal Private Wealth Partners
Florida
$337K +$316K +1,270 New
AOWM
2296
Alpha Omega Wealth Management
Virginia
$337K +$50K +201 +19%
SCM
2297
Sitrin Capital Management
California
$336K
IF
2298
Intrua Financial
Texas
$336K -$57.9K -233 -16%
CAGAS
2299
Capital Advisory Group Advisory Services
Minnesota
$335K -$20.1K -81 -6%
BFC
2300
Bedel Financial Consulting
Indiana
$333K -$23.9K -96 -7%