CRM icon

Salesforce

2,908 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, 1,226 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: 79.52%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7942,908 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,226

Holders
2,908
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
SB
2026
Strategic Blueprint
Georgia
$500K
LI
2027
Lafayette Investments
Maryland
$498K
WWM
2028
Walser Wealth Management
Florida
$497K
OWCM
2029
One Wealth Capital Management
Arizona
$497K
JF
2030
JSF Financial
California
$497K
FFA
2031
Fi3 Financial Advisors
Indiana
$497K
HA
2032
Herold Advisors
New York
$496K
BFPW
2033
BOK Financial Private Wealth
Colorado
$495K
CCWM
2034
Cassaday & Co Wealth Management
Virginia
$492K
WHCI
2035
W.H. Cornerstone Investments
Massachusetts
$491K
FPWM
2036
FSB Premier Wealth Management
Iowa
$491K
GF
2037
Gabelli Funds
New York
$490K
SFO
2038
Stokes Family Office
Louisiana
$490K
RFW
2039
Rainier Family Wealth
Washington
$490K
DOA
2040
D'Orazio & Associates
Virginia
$487K
B
2041
Bellecapital
Switzerland
$487K
AA
2042
Armis Advisers
Georgia
$487K
CA
2043
CoreCap Advisors
Michigan
$486K
FA
2044
FF Advisors
California
$485K
MUMSS
2045
Mitsubishi UFJ Morgan Stanley Securities
Japan
$485K
CWA
2046
Clarity Wealth Advisors
California
$485K
RC
2047
Rexford Capital
Texas
$485K
AI
2048
AdvisorShares Investments
Maryland
$485K
MP
2049
Moment Partners
California
$485K
ACA
2050
Affinity Capital Advisors
California
$483K