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
FMC
2126
First Merchants Corp
Indiana
$412K
CFO
2127
CVA Family Office
Colorado
$411K
DWA
2128
Dougherty Wealth Advisers
Minnesota
$410K
GWSG
2129
GPS Wealth Strategies Group
Colorado
$410K
CM
2130
Capula Management
Cayman Islands
$410K
CPWM
2131
Cypress Point Wealth Management
Texas
$409K
OPWM
2132
Oregon Pacific Wealth Management
Oregon
$409K
SI
2133
Seeds Investor
New York
$407K
CCP
2134
Cane Capital Partners
Louisiana
$407K
HNW
2135
High Note Wealth
Minnesota
$407K
WC
2136
Westerkirk Capital
$407K
PWMG
2137
Pioneer Wealth Management Group
Texas
$407K
BCP
2138
Berkeley Capital Partners
Georgia
$407K
GAM
2139
Griffin Asset Management
New York
$406K
VAG
2140
VisionPoint Advisory Group
Texas
$406K
FFB
2141
First Financial Bankshares
Texas
$406K
CCMT
2142
CMT Capital Markets Trading
Germany
$406K
TCM
2143
Telos Capital Management
California
$405K
DE
2144
DV Equities
Illinois
$405K
AA
2145
Auxano Advisors
Washington
$404K
HP
2146
Holistic Planning
Texas
$403K
DIM
2147
DLK Investment Management
California
$403K
RRA
2148
Round Rock Advisors
Connecticut
$402K
MPCA
2149
Madison Park Capital Advisors
Washington
$401K
VA
2150
Verdad Advisers
Massachusetts
$401K