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: $

7.2% more ownership

Funds ownership: 79.52%86.73% (+7.2%)

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
WWC
3101
Waypoint Wealth Counsel
Georgia
TCWM
3102
Total Clarity Wealth Management
Illinois
BAS
3103
Brueske Advisory Services
Washington
XC
3104
XY Capital
Hong Kong
SAS
3105
Spurstone Advisory Services
Connecticut
FF
3106
Francis Financial
ABWM
3107
Alpine Bank Wealth Management
Colorado
ORAM
3108
One River Asset Management
Connecticut
LCM
3109
Lattice Capital Management
Washington
JWM
3110
JPL Wealth Management
Colorado
NCM
3111
Northwest Capital Management
Oregon
PPA
3112
Pilgrim Partners Asia
Singapore
SP
3113
Saranac Partners
VWA
3114
VSM Wealth Advisory
Maryland
CIR
3115
Clear Investment Research
Georgia
MSG
3116
Main Street Group
Virginia
MAM
3117
Marquette Asset Management
Minnesota
EWM
3118
Evolution Wealth Management
Florida
CWM
3119
Crowley Wealth Management
Delaware
HFS
3120
Hopwood Financial Services
Virginia
PAM
3121
Palisade Asset Management
Minnesota
PPA
3122
Painted Porch Advisors
California
TIM
3123
Tortoise Investment Management
New York
GFWA
3124
Grey Fox Wealth Advisors
Delaware
CCM
3125
Cloud Capital Management
Washington