CRM icon

Salesforce

2,907 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 increasing their positions, 1,226 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: 2,7932,907 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,907
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
NEWAS
2676
N.E.W. Advisory Services
Wisconsin
$90.4K
JAM
2677
JCIC Asset Management
Ontario, Canada
$90.1K
SWIM
2678
Smallwood Wealth Investment Management
New Jersey
$89.6K
FDCP
2679
Foster Dykema Cabot & Partners
Massachusetts
$88.4K
EPAM
2680
Evelyn Partners Asset Management
$88K
ECM
2681
Estabrook Capital Management
New York
$87.7K
FP
2682
Financial Perspectives
Minnesota
$86.7K
LFASL
2683
Lugano Financial Advisors SA (LFA)
Switzerland
$86.4K
RTL
2684
Red Tortoise LLC
Georgia
$85.9K
AAG
2685
Armstrong Advisory Group
Massachusetts
$83.5K
SIC
2686
SJS Investment Consulting
Ohio
$83.2K
MLA
2687
MB, Levis & Associates
Pennsylvania
$82.4K
LWM
2688
Lodestone Wealth Management
Washington
$82.2K
HFS
2689
Horizon Financial Services
North Carolina
$81.9K
BW
2690
Basepoint Wealth
Iowa
$80.2K
WA
2691
WPG Advisers
Maryland
$78.7K
SG
2692
Sankala Group
Colorado
$78.2K
PWA
2693
Physician Wealth Advisors
Utah
$76K
FC
2694
Financial Consulate
Maryland
$75.8K
PWM
2695
Proathlete Wealth Management
Florida
$72.2K
CBT
2696
Crews Bank & Trust
Florida
$71.8K
DAM
2697
Delta Asset Management
Tennessee
$71K
SHIM
2698
Stone House Investment Management
Pennsylvania
$70.1K
EWP
2699
Elevation Wealth Partners
California
$70K
WSC
2700
Wellington Shields & Co
New York
$69.1K