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
PWMG
2726
Prestige Wealth Management Group
New Jersey
$46.2K
RWM
2727
RMG Wealth Management
Wisconsin
$44.6K
CIC
2728
Concord Investment Counsel
California
$44K
MG
2729
MilWealth Group
Wisconsin
$43.7K
KG
2730
Kilter Group
New York
$43.7K
NI
2731
NCP Inc
California
$43.2K
MWPCG
2732
Measured Wealth Private Client Group
New Hampshire
$43.2K
BC
2733
Bayforest Capital
United Kingdom
$42.9K
GK
2734
Graney & King
New York
$42.8K
GIA
2735
GHP Investment Advisors
Colorado
$42.5K
BONH
2736
Bank of New Hampshire
New Hampshire
$42.4K
SC
2737
Steph & Co
Wisconsin
$42.1K
GAFA
2738
Garton & Associates Financial Advisors
Kentucky
$42K
AF
2739
Abound Financial
California
$38.4K
CI
2740
Clal Insurance
Israel
$38K
PP
2741
Pacifica Partners
Canada
$37.8K
IWM
2742
IMG Wealth Management
Florida
$37.4K
GJIA
2743
Glass Jacobson Investment Advisors
Maryland
$37.1K
RCM
2744
Raleigh Capital Management
North Carolina
$36.7K
QWM
2745
Quaker Wealth Management
New Jersey
$36K
GFA
2746
Godfrey Financial Associates
New York
$35.8K
PCTC
2747
Perkins Coie Trust Company
Washington
$35.8K
DCM
2748
Dorato Capital Management
Colorado
$35K
IWP
2749
IAG Wealth Partners
Wisconsin
$34.4K
GCM
2750
Gunpowder Capital Management
Maryland
$34.4K