We are live on ! Find out more
CRM icon

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

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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
FA
2476
Fermata Advisors
California
$257K
LWP
2477
LeClair Wealth Partners
Ohio
$256K
SIC
2478
Sigma Investment Counselors
Michigan
$256K
AIC
2479
Archer Investment Corporation
Indiana
$256K
GI
2480
Gradient Investments
Minnesota
$256K
OW
2481
Olistico Wealth
Oklahoma
$255K
BSSFA
2482
Baron Silver Stevens Financial Advisors
Florida
$254K
MCC
2483
Money Concepts Capital
Florida
$253K
GSWM
2484
Golden State Wealth Management
California
$252K
WDC
2485
Woodward Diversified Capital
California
$251K
KA
2486
Kozak & Associates
Colorado
$251K
EFL
2487
ERn Financial LLC
Wisconsin
$251K
BWG
2488
Balanced Wealth Group
Ohio
$251K
GAMC
2489
Garner Asset Management Corp
Texas
$250K
HOWA
2490
Hudson Oak Wealth Advisory
New Jersey
$250K
AGA
2491
Arkos Global Advisors
Texas
$250K
AAA
2492
American Alpha Advisors
New York
$250K
CAL
2493
Capital Advisors Ltd
Ohio
$249K
WAM
2494
Weinberger Asset Management
California
$249K
GFG
2495
Greenberg Financial Group
Arizona
$249K
CAM
2496
Congress Asset Management
Massachusetts
$248K
YIM
2497
Yoffe Investment Management
Pennsylvania
$248K
SWMP
2498
Signature Wealth Management Partners
New Jersey
$248K
CAC
2499
Core Alternative Capital
Georgia
$247K
NG
2500
Novem Group
New York
$247K