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
CCT
1151
Chemung Canal Trust
New York
$2.47M
CPW
1152
Cove Private Wealth
New York
$2.46M
AWP
1153
Ascent Wealth Partners
New York
$2.46M
SPS
1154
Susquehanna Portfolio Strategies
Pennsylvania
$2.45M
EB
1155
Eastern Bank
Massachusetts
$2.44M
SFS
1156
Sowell Financial Services
Arkansas
$2.44M
EWA
1157
EverSource Wealth Advisors
Alabama
$2.44M
RPC
1158
Rossmore Private Capital
Connecticut
$2.43M
NNPTE
1159
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.43M
BCM
1160
Boltwood Capital Management
California
$2.42M
JCM
1161
Jacobi Capital Management
Pennsylvania
$2.42M
TF
1162
TLWM Financial
Texas
$2.42M
FFWA
1163
FRG Family Wealth Advisors
Washington
$2.42M
FWA
1164
FOCUS Wealth Advisors
Texas
$2.41M
AMCA
1165
Arthur M. Cohen & Associates
Illinois
$2.4M
CI
1166
Cigna Investments
Connecticut
$2.4M
PDL
1167
Portfolio Design Labs
California
$2.39M
BHCM
1168
Brevan Howard Capital Management
Jersey
$2.39M
AWM
1169
Axxcess Wealth Management
California
$2.39M
WCM
1170
Weaver Capital Management
Georgia
$2.39M
EFG
1171
Elevated Financial Group
Indiana
$2.39M
TFS
1172
Thoroughbred Financial Services
Tennessee
$2.38M
PWM
1173
Power Wealth Management
Georgia
$2.38M
MGIA
1174
Moneta Group Investment Advisors
Missouri
$2.37M
WF
1175
Welch & Forbes
Massachusetts
$2.37M