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
MCM
1301
Mainstay Capital Management
Michigan
$1.78M
OHWP
1302
Oak Harbor Wealth Partners
North Carolina
$1.78M
NA
1303
Nautilus Advisors
California
$1.77M
LFS
1304
Lighthouse Financial Services
California
$1.77M
TCA
1305
Transcend Capital Advisors
New Jersey
$1.77M
NS
1306
NBC Securities
Alabama
$1.76M
RMAM
1307
Raab & Moskowitz Asset Management
New Jersey
$1.76M
OIS
1308
Okabena Investment Services
Minnesota
$1.75M
GIM
1309
Generali Investments Management
Slovenia
$1.75M
JIP
1310
Jaffetilchin Investment Partners
Florida
$1.75M
COCM
1311
Charter Oak Capital Management
New Hampshire
$1.74M
1W
1312
1776 Wealth
Georgia
$1.74M
KP
1313
Keel Point
Alabama
$1.74M
PTFIS
1314
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.74M
PE
1315
PCM Encore
Colorado
$1.74M
KMWM
1316
Keudell/Morrison Wealth Management
Oregon
$1.74M
TCWA
1317
Turtle Creek Wealth Advisors
Texas
$1.73M
GPWM
1318
Grant Private Wealth Management
California
$1.73M
C
1319
Certuity
Florida
$1.73M
AAL
1320
Ahara Advisors LLC
New Jersey
$1.73M
SGI
1321
Summit Global Investments
Utah
$1.72M
IEFM
1322
IQ EQ Fund Management
Ireland
$1.72M
JSSH
1323
J. Safra Sarasin Holding
$1.71M
FIA
1324
FNY Investment Advisers
New York
$1.71M
EDRH
1325
Edmond de Rothschild Holding
Switzerland
$1.71M