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
PWM
1726
Parkway Wealth Management
Texas
$848K
RF
1727
Roxbury Financial
New Jersey
$843K
CWS
1728
Confluence Wealth Services
Pennsylvania
$837K
TC
1729
TownSquare Capital
Utah
$836K
FAM
1730
Fred Alger Management
New York
$835K
PHIC
1731
Pine Haven Investment Counsel
Massachusetts
$835K
NL
1732
NVWM LLC
Pennsylvania
$834K
NPA
1733
Nichols & Pratt Advisers
Massachusetts
$834K
VCM
1734
Versant Capital Management
Arizona
$830K
PIC
1735
Portland Investment Counsel
Ontario, Canada
$829K
RPGK
1736
Retirement Planning Group (Kansas)
Kansas
$827K
BTW
1737
Boston Trust Walden
Massachusetts
$827K
TAM
1738
Trillium Asset Management
Massachusetts
$827K
SA
1739
SPWM Advisors
Michigan
$827K
LAIC
1740
Lederer & Associates Investment Counsel
California
$825K
MCP
1741
Mirador Capital Partners
California
$823K
GAG
1742
GM Advisory Group
New York
$823K
CW
1743
CrossGen Wealth
North Carolina
$820K
GI
1744
GAMCO Investors
Connecticut
$818K
PSP
1745
Principal Street Partners
Tennessee
$818K
VCM
1746
Virtue Capital Management
Tennessee
$814K
RWM
1747
Riverbend Wealth Management
South Carolina
$813K
SRC
1748
Sage Rhino Capital
California
$812K
RFP
1749
Root Financial Partners
California
$811K
PWPS
1750
Pinnacle Wealth Planning Services
Ohio
$811K