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
FMLI
1801
Fukoku Mutual Life Insurance
Japan
$743K
PWM
1802
Pursuit Wealth Management
Florida
$743K
MMPW
1803
Mitchell McLeod Pugh & Williams
Alabama
$742K
FFA
1804
First Foundation Advisors
California
$738K
HWMG
1805
Harbour Wealth Management Group
South Carolina
$734K
CWM
1806
Concentrum Wealth Management
California
$730K
MAM
1807
Milestone Asset Management
Pennsylvania
$728K
CCFM
1808
Clear Creek Financial Management
Washington
$726K
SPWG
1809
Sage Private Wealth Group
Illinois
$721K
NIWA
1810
New Insight Wealth Advisors
California
$719K
SC
1811
Summa Corp
Texas
$718K
RMDI
1812
R.M. Davis Inc
Maine
$717K
PR
1813
Payden & Rygel
California
$715K
PFBT
1814
Parkside Financial Bank & Trust
Missouri
$714K
EP
1815
Edgestream Partners
New Jersey
$712K
CWG
1816
Crown Wealth Group
North Carolina
$712K
WPW
1817
Watershed Private Wealth
Illinois
$711K
FWCM
1818
Ferguson Wellman Capital Management
Oregon
$710K
PA
1819
Persium Advisors
Georgia
$710K
MHC
1820
May Hill Capital
Massachusetts
$708K
KAM
1821
Karani Asset Management
New York
$708K
ACI
1822
Alpha Cubed Investments
California
$706K
PMWMG
1823
Parr McKnight Wealth Management Group
Minnesota
$705K
MIFH
1824
Migdal Insurance & Financial Holdings
Israel
$705K
RGC
1825
Roberts, Glore & Co
Illinois
$701K