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
SCM
2076
Schnieders Capital Management
California
$457K
TWP
2077
Tyche Wealth Partners
Texas
$456K
FLP
2078
Financial Life Planners
Arizona
$455K
WPC
2079
Waters Parkerson & Co
Louisiana
$454K
TC
2080
TFR Capital
Texas
$454K
KCP
2081
Kera Capital Partners
California
$453K
NEI
2082
Northwest & Ethical Investments
Ontario, Canada
$452K
SPAS
2083
Spectrum Planning & Advisory Services
California
$451K
PB
2084
Pinnacle Bancorp
Nebraska
$450K
MCA
2085
MSH Capital Advisors
Arizona
$449K
LI
2086
LRI Investments
Florida
$447K
STA
2087
Smith Thornton Advisors
Alabama
$447K
AF
2088
Aviso Financial
Ontario, Canada
$447K
DJYG
2089
David J. Yvars Group
Florida
$446K
LT
2090
Legacy Trust
Michigan
$446K
DCM
2091
DGS Capital Management
New Jersey
$446K
TWM
2092
Thryve Wealth Management
Texas
$446K
JTWM
2093
Jackson Thornton Wealth Management
Alabama
$445K
WF
2094
Wayfinding Financial
Washington
$443K
PMSA
2095
Patrick M. Sweeney & Associates
Illinois
$442K
JC
2096
JM2 Capital
Oklahoma
$441K
GWAG
2097
Garrett Wealth Advisory Group
Texas
$439K
BCA
2098
Bay Colony Advisors
Massachusetts
$439K
KOC
2099
Koss-Olinger Consulting
Florida
$438K
LSIA
2100
LaSalle St. Investment Advisors
Illinois
$437K