CRM icon

Salesforce

2,906 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 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: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,906 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,906
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
HIC
2051
Hartline Investment Corp
Illinois
$483K
EWA
2052
Encompass Wealth Advisors
Oregon
$481K
WC
2053
Waterloo Capital
Texas
$479K
BMC
2054
Benin Management Corp
Connecticut
$479K
CRWM
2055
Castle Rock Wealth Management
California
$477K
WA
2056
Waddell & Associates
Tennessee
$476K
VIM
2057
Vista Investment Management
Pennsylvania
$474K
AIMA
2058
Ables Iannone Moore & Associates
Georgia
$471K
WCM
2059
Wedge Capital Management
North Carolina
$471K
BPFA
2060
Barnes Pettey Financial Advisors
Mississippi
$469K
WG
2061
Welch Group
Alabama
$467K
PSP
2062
Pacific Sage Partners
Washington
$467K
FSA
2063
Franklin Street Advisors
North Carolina
$466K
APW
2064
Austin Private Wealth
Texas
$466K
PWM
2065
Pines Wealth Management
North Carolina
$464K
SWGC
2066
Summit Wealth Group (Colorado)
Colorado
$463K
APWM
2067
Argonautica Private Wealth Management
Massachusetts
$463K
GCA
2068
Gallagher Capital Advisors
Texas
$463K
TFM
2069
TFC Financial Management
Massachusetts
$462K
ML
2070
McAdam LLC
Pennsylvania
$462K
KLCM
2071
KG&L Capital Management
Louisiana
$461K
FEG
2072
Financial Enhancement Group
Indiana
$458K
JCM
2073
Jacobsen Capital Management
Utah
$458K
DWS
2074
Dynamic Wealth Strategies
California
$458K
SCM
2075
Schnieders Capital Management
California
$457K