CRM icon

Salesforce

2,907 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, 1,226 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: $

7.13% more ownership

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

4% more funds holding

Funds holding: 2,7932,907 (+114)

12% less repeat investments, than reductions

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

Holders
2,907
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
IA
2326
IFC Advisors
California
$312K
DF
2327
Dunhill Financial
United Kingdom
$311K
CL
2328
CSS LLC
Illinois
$310K
MWM
2329
Mattern Wealth Management
Kansas
$310K
PAG
2330
Powers Advisory Group
Illinois
$309K
EHC
2331
Everett Harris & Co
California
$309K
WTA
2332
Washington Trust Advisors
Massachusetts
$309K
MWA
2333
Muirfield Wealth Advisors
North Carolina
$308K
PCA
2334
Peddock Capital Advisors
Massachusetts
$308K
CSFL
2335
Capital Squared Financial LLC
Maryland
$307K
C1AG
2336
Client 1st Advisory Group
Florida
$307K
NRI
2337
NFP Retirement Inc
California
$307K
TMC
2338
Themes Management Co
Connecticut
$307K
AWA
2339
Ark Wealth Advisors
California
$306K
MWA
2340
Motive Wealth Advisors
Michigan
$305K
FSA
2341
Fort Sheridan Advisors
Illinois
$305K
LW
2342
Livet Wealth
Utah
$305K
MWM
2343
Mindset Wealth Management
Indiana
$305K
EAM
2344
Evanson Asset Management
California
$304K
MAWCM
2345
Mine & Arao Wealth Creation & Management
California
$303K
TAP
2346
TSG Advice Partners
Ohio
$303K
MFA
2347
Morling Financial Advisors
California
$303K
OFW
2348
Omnia Family Wealth
Florida
$302K
WA
2349
Winter & Associates
Minnesota
$301K
CFS
2350
CRA Financial Services
New Jersey
$301K