CRM icon

Salesforce

2,928 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,080 increasing their positions, 1,229 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: $

6.83% more ownership

Funds ownership: 79.52%86.35% (+6.8%)

5% more funds holding

Funds holding: 2,7982,928 (+130)

12% less repeat investments, than reductions

Existing positions increased: 1,080 | Existing positions reduced: 1,229

Holders
2,928
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
1NWS
2901
1 North Wealth Services
Maryland
$2.65K
DCM
2902
Davis Capital Management
Florida
$2.65K
PIS
2903
POM Investment Strategies
North Carolina
$2.39K
TLCM
2904
Twin Lakes Capital Management
California
$2.14K
BFS
2905
Beacon Financial Strategies
North Carolina
$2.12K
GWSA
2906
Global Wealth Strategies & Associates
Colorado
$2.12K
RG
2907
RHL Group
Michigan
$2.12K
DF
2908
DecisionPoint Financial
Arizona
$1.85K
CFG
2909
Clayton Financial Group
Missouri
$1.85K
ICCON
2910
Investment Counsel Company of Nevada
Nevada
$1.59K
BIM
2911
Breakwater Investment Management
Washington
$1.59K
MI
2912
Motiv8 Investments
Florida
$1.55K
CW
2913
Curio Wealth
Maryland
$1.34K
STB
2914
S&T Bank
Pennsylvania
$1.32K
SA
2915
Seneschal Advisors
Washington
$1.32K
NA
2916
Networth Advisors
Pennsylvania
$1.32K
RWPA
2917
Richard W. Paul & Associates
Michigan
$1.06K
IA
2918
IFS Advisors
Kansas
$1.06K
IPS
2919
Investors Portfolio Services
Washington
$955
CTWM
2920
Cherry Tree Wealth Management
Minnesota
$795
BDPWM
2921
Barnes Dennig Private Wealth Management
Ohio
$795
DSC
2922
Duncker Streett & Co
Missouri
$795
MFP
2923
Meramec Financial Planners
Missouri
$575
CCC
2924
Chelsea Counsel Company
California
$531
RJA
2925
Ross\Johnson & Associates
Minnesota
$530