We are live on ! Find out more
CRM icon

Salesforce

2,939 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 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: $

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8042,939 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,939
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
FNT
901
First National Trust
Pennsylvania
$4.68M
RWM
902
RBA Wealth Management
California
$4.68M
TE
903
Tema ETFs
New York
$4.68M
COI
904
Connable Office Inc
Michigan
$4.67M
PAM
905
Pegasus Asset Management
New York
$4.64M
BHB
906
Bank Hapoalim BM
Israel
$4.64M
ITFISA
907
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.63M
IWC
908
Integrated Wealth Concepts
Massachusetts
$4.63M
PCM
909
Prana Capital Management
Connecticut
$4.62M
OIA
910
OneDigital Investment Advisors
Kansas
$4.62M
KA
911
Kovack Advisors
Florida
$4.61M
ZCI
912
Zevenbergen Capital Investments
Washington
$4.61M
SIC
913
SFE Investment Counsel
California
$4.61M
LW
914
Linscomb Wealth
Texas
$4.6M
DAS
915
Dynamic Advisor Solutions
Arizona
$4.6M
FTWA
916
Fifth Third Wealth Advisors
Ohio
$4.58M
OL
917
Optas LLC
Texas
$4.57M
ITC
918
Inspire Trust Company
Nevada
$4.51M
PCIG
919
Partners Capital Investment Group
Massachusetts
$4.48M
DT
920
Diversified Trust
Tennessee
$4.48M
SWP
921
Sagespring Wealth Partners
Tennessee
$4.47M
JRPIM
922
Journey Retirement Planning & Investment Management
Idaho
$4.47M
SAM
923
Smartleaf Asset Management
Massachusetts
$4.47M
CIA
924
CCM Investment Advisers
South Carolina
$4.43M
HBT
925
Hills Bank & Trust
Iowa
$4.43M