CRM icon

Salesforce

2,909 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,078 increasing their positions, 1,227 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: $

7.13% more ownership

Funds ownership: 79.52%86.65% (+7.1%)

4% more funds holding

Funds holding: 2,7942,909 (+115)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,227

Holders
2,909
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
TAA
1801
TB Alternative Assets
Cayman Islands
$745K
MQWP
1802
Morey & Quinn Wealth Partners
Nebraska
$744K
CCM
1803
Capstone Capital Management
$744K
FMLI
1804
Fukoku Mutual Life Insurance
Japan
$743K
PWM
1805
Pursuit Wealth Management
Florida
$743K
MMPW
1806
Mitchell McLeod Pugh & Williams
Alabama
$742K
FFA
1807
First Foundation Advisors
California
$738K
HWMG
1808
Harbour Wealth Management Group
South Carolina
$734K
CWM
1809
Concentrum Wealth Management
California
$730K
MAM
1810
Milestone Asset Management
Pennsylvania
$728K
CCFM
1811
Clear Creek Financial Management
Washington
$726K
SPWG
1812
Sage Private Wealth Group
Illinois
$721K
NIWA
1813
New Insight Wealth Advisors
California
$719K
SC
1814
Summa Corp
Texas
$718K
RMDI
1815
R.M. Davis Inc
Maine
$717K
PR
1816
Payden & Rygel
California
$715K
PFBT
1817
Parkside Financial Bank & Trust
Missouri
$714K
EP
1818
Edgestream Partners
New Jersey
$712K
CWG
1819
Crown Wealth Group
North Carolina
$712K
WPW
1820
Watershed Private Wealth
Illinois
$711K
FWCM
1821
Ferguson Wellman Capital Management
Oregon
$710K
PA
1822
Persium Advisors
Georgia
$710K
MHC
1823
May Hill Capital
Massachusetts
$708K
KAM
1824
Karani Asset Management
New York
$708K
ACI
1825
Alpha Cubed Investments
California
$706K