CRM icon

Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,078 increasing their positions, 1,225 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,905 (+113)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,905
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.1B
Puts
$6.12B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$1.15B
3 -$590M
4
Invesco
Invesco
Georgia
-$476M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
Name Holding Trade Value Shares
Change
Change in
Stake
COFSG
2476
Carbahal Olsen Financial Services Group
California
$246K
MCM
2477
Manchester Capital Management
Vermont
$246K
WSFG
2478
Wall Street Financial Group
Illinois
$246K
CSIC
2479
Clifford Swan Investment Counsel
California
$246K
MBI
2480
May Barnhard Investments
Maryland
$246K
CIA
2481
Cladis Investment Advisory
Montana
$246K
NCTC
2482
New Covenant Trust Company
Indiana
$246K
FGC
2483
First Growth Capital
Maryland
$245K
CAWM
2484
Capital Advisors Wealth Management
Washington
$245K
FF
2485
Foronjy Financial
California
$245K
TWM
2486
Topsail Wealth Management
North Carolina
$244K
TWP
2487
Tempus Wealth Planning
California
$244K
GA
2488
GoalVest Advisory
New York
$243K
CA
2489
Cannon Advisors
North Carolina
$243K
NBWM
2490
North Berkeley Wealth Management
California
$243K
CAM
2491
Clark Asset Management
New Hampshire
$243K
AWM
2492
Alterna Wealth Management
Texas
$242K
HW
2493
Hamilton Wealth
California
$241K
CRI
2494
Colonial River Investments
Virginia
$241K
LW
2495
Libra Wealth
California
$241K
FLFS
2496
Family Legacy Financial Solutions
North Carolina
$240K
PP
2497
Postrock Partners
Oregon
$239K
MCI
2498
MRP Capital Investments
Georgia
$239K
WA
2499
Westfuller Advisors
New York
$239K
EWM
2500
Elite Wealth Management
Washington
$238K