CRM icon

Salesforce

2,909 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,227 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: $

7.13% more ownership

Funds ownership: 79.52%86.65% (+7.1%)

4% more funds holding

Funds holding: 2,7942,909 (+115)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,227

Holders
2,909
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
AC
1101
Avestar Capital
New York
$2.81M
CWM
1102
Cornerstone Wealth Management
Missouri
$2.8M
BL
1103
BFSG LLC
California
$2.8M
RWB
1104
RMR Wealth Builders
New Jersey
$2.79M
SA
1105
Strategic Advisors
New York
$2.78M
CP
1106
Cornerstone Planning
North Carolina
$2.78M
FGAM
1107
Financial Gravity Asset Management
Texas
$2.78M
CAMV
1108
Concord Asset Management (Virginia)
Virginia
$2.78M
MM
1109
Morangie Management
Florida
$2.77M
HCM
1110
Hillman Capital Management
Maryland
$2.75M
HFRG
1111
Houlihan Financial Resource Group
Virginia
$2.75M
CBA
1112
Coastal Bridge Advisors
Connecticut
$2.74M
JKA
1113
Jones Kertz & Associates
Minnesota
$2.73M
FNFDCM
1114
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.72M
ZF
1115
Zhang Financial
Michigan
$2.71M
BWAM
1116
Boyd Watterson Asset Management
Ohio
$2.68M
BTI
1117
Blue Trust Inc
Georgia
$2.68M
AFC
1118
AFT Forsyth & Company
Florida
$2.68M
MTIC
1119
Missouri Trust & Investment Company
Missouri
$2.67M
UWM
1120
Udine Wealth Management
Florida
$2.66M
SWM
1121
Segment Wealth Management
Texas
$2.65M
V
1122
VeraBank
Texas
$2.64M
Lord, Abbett & Co
1123
Lord, Abbett & Co
New Jersey
$2.64M
CCP
1124
Carmel Capital Partners
California
$2.63M
DWA
1125
Douglass Winthrop Advisors
New York
$2.63M