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
WMP
1226
Wealth Management Partners
Arizona
$2.08M
DL
1227
Dockside LLC
New York
$2.07M
TF
1228
Trek Financial
Arizona
$2.07M
BMCM
1229
Bryn Mawr Capital Management
Pennsylvania
$2.06M
SFP
1230
Shepherd Financial Partners
Massachusetts
$2.06M
CFFP
1231
Center for Financial Planning
Michigan
$2.06M
FPAS
1232
Focus Partners Advisor Solutions
Missouri
$2.05M
HWMO
1233
Heritage Wealth Management (Ohio)
Ohio
$2.05M
M
1234
MATAURO
New York
$2.05M
GH
1235
GAM Holding
Switzerland
$2.05M
SFM
1236
Signet Financial Management
New Jersey
$2.05M
UW
1237
Unique Wealth
Florida
$2.03M
SDIC
1238
South Dakota Investment Council
South Dakota
$2.02M
EW
1239
Evoke Wealth
California
$2.02M
CRIG
1240
Charter Research & Investment Group
Connecticut
$2.01M
EWM
1241
Elmwood Wealth Management
California
$2.01M
AWP
1242
Abacus Wealth Partners
California
$2.01M
CF
1243
Convergence Financial
Missouri
$2M
KIA
1244
KCM Investment Advisors
California
$2M
NW
1245
Naviter Wealth
Arkansas
$2M
HA
1246
Harfst & Associates
Wyoming
$1.99M
TPCW
1247
TD Private Client Wealth
New York
$1.99M
BAM
1248
Beaumont Asset Management
Texas
$1.99M
WBC
1249
Westpac Banking Corp
Australia
$1.99M
LWP
1250
LMG Wealth Partners
Louisiana
$1.98M