CRM icon

Salesforce

2,900 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 378 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: 2,7912,900 (+109)

12% less repeat investments, than reductions

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

Holders
2,900
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
QOP
876
Quinn Opportunity Partners
Virginia
$5.03M
ZBNA
877
Zions Bancorporation, National Association
Utah
$5.02M
SAM
878
Smithbridge Asset Management
Pennsylvania
$5.01M
EPW
879
Evolve Private Wealth
California
$4.98M
GIC
880
Generali Investments CEE
Czech Republic
$4.96M
SWM
881
Selective Wealth Management
Virginia
$4.95M
VI
882
Vestcor Inc
New Brunswick, Canada
$4.95M
JF
883
Jericho Financial
Ohio
$4.94M
AC
884
Asio Capital
Kentucky
$4.93M
WPP
885
Whalerock Point Partners
Rhode Island
$4.91M
PWP
886
Private Wealth Partners
California
$4.87M
GWM
887
Geneos Wealth Management
Colorado
$4.84M
SF
888
Summit Financial
New Jersey
$4.82M
ISB
889
Iowa State Bank
Iowa
$4.82M
VIA
890
Vickerman Investment Advisors
Washington
$4.8M
VA
891
VestGen Advisors
Illinois
$4.72M
RWA
892
Roberts Wealth Advisors
California
$4.71M
AFG
893
Atomi Financial Group
New York
$4.71M
FNT
894
First National Trust
Pennsylvania
$4.68M
RWM
895
RBA Wealth Management
California
$4.68M
TE
896
Tema ETFs
New York
$4.68M
COI
897
Connable Office Inc
Michigan
$4.67M
PAM
898
Pegasus Asset Management
New York
$4.64M
BHB
899
Bank Hapoalim BM
Israel
$4.64M
ITFISA
900
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.63M