CRM icon

Salesforce

2,899 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,077 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: $

7.12% more ownership

Funds ownership: 79.51%86.63% (+7.1%)

4% more funds holding

Funds holding: 2,7912,899 (+108)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,899
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
TVWM
2801
Tower View Wealth Management
Wisconsin
$16.1K
QL
2802
Quarry LP
New York
$15.9K
ICM
2803
Islay Capital Management
Texas
$15.9K
AS
2804
Altshuler Shaham
Israel
$15.9K
EI
2805
eCIO Inc
Wisconsin
$15.6K
PP
2806
PFS Partners
New Jersey
$15.5K
MAS
2807
MPWM Advisory Solutions
Georgia
$15.2K
AIS
2808
Advocate Investing Services
Maryland
$15K
HIA
2809
HFM Investment Advisors
New Jersey
$14.8K
GWM
2810
Greenline Wealth Management
Florida
$14.7K
SAM
2811
Sherman Asset Management
California
$13.8K
AW
2812
Ankerstar Wealth
Texas
$13.5K
DI
2813
DAGCO Inc
Ohio
$13.5K
RWA
2814
Redmont Wealth Advisors
Illinois
$13.2K
EA
2815
Evolution Advisers
Virginia
$13K
MAFA
2816
MJT & Associates Financial Advisory
Minnesota
$12.2K
PWA
2817
Principia Wealth Advisory
Texas
$12.2K
TFG
2818
Team Financial Group
California
$12K
CTA
2819
Colonial Trust Advisors
South Carolina
$11.9K
FIM
2820
FWL Investment Management
Texas
$11.9K
BFS
2821
Bare Financial Services
Pennsylvania
$11.9K
RCM
2822
Richardson Capital Management
Wisconsin
$11.9K
PS
2823
PayPay Securities
Japan
$11.9K
MBFW
2824
Morton Brown Family Wealth
Pennsylvania
$11.7K
HC
2825
Hurley Capital
New York
$10.4K