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
PTC
1326
Private Trust Company
Ohio
$1.71M
GWP
1327
Gen-Wealth Partners
Michigan
$1.71M
NL
1328
Navalign LLC
California
$1.71M
WFA
1329
Wellspring Financial Advisors
Ohio
$1.69M
MSR
1330
Main Street Research
Connecticut
$1.69M
GIC
1331
GFI Investment Counsel
Ontario, Canada
$1.68M
AAS
1332
Ameritas Advisory Services
Nebraska
$1.68M
BW
1333
BIP Wealth
Georgia
$1.68M
LFG
1334
Larson Financial Group
Missouri
$1.68M
CP
1335
Canopy Partners
Ohio
$1.68M
JBC
1336
Jefferson Bridge Capital
Tennessee
$1.67M
CNBT
1337
Cornerstone National Bank & Trust
Illinois
$1.67M
AFA
1338
AA Financial Advisors
Ohio
$1.67M
EI
1339
Ellevest Inc
New York
$1.66M
APP
1340
Avantax Planning Partners
Iowa
$1.65M
AAM
1341
Augustine Asset Management
Florida
$1.65M
BI
1342
Ballast Inc
Kentucky
$1.65M
AGWCA
1343
Annis Gardner Whiting Capital Advisors
Florida
$1.65M
MFG
1344
MidWestOne Financial Group
Iowa
$1.64M
WIS
1345
Wright Investors Service
Connecticut
$1.64M
CWM
1346
Castle Wealth Management
Florida
$1.63M
FPF
1347
First Pacific Financial
Washington
$1.63M
FPL
1348
Fortress Private Ledger
North Carolina
$1.63M
KFAS
1349
Keating Financial Advisory Services
Kansas
$1.63M
CTFG
1350
Capstone Triton Financial Group
Oklahoma
$1.63M