CRM icon

Salesforce

2,905 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 382 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: 2,7922,905 (+113)

12% less repeat investments, than reductions

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

Holders
2,905
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
MCM
2376
Mengis Capital Management
Oregon
$289K
EW
2377
Element Wealth
Mississippi
$288K
SLP
2378
Storen Legacy Partners
Indiana
$287K
UAS
2379
United Asset Strategies
New York
$287K
AIS
2380
AM Investment Strategies
Tennessee
$287K
FWM
2381
Forza Wealth Management
Florida
$287K
SIS
2382
Sound Income Strategies
Florida
$286K
TCM
2383
Traynor Capital Management
Pennsylvania
$286K
TSW
2384
Three Seasons Wealth
Utah
$285K
FHC
2385
First Heartland Consultants
Missouri
$285K
PUI
2386
Purpose Unlimited Inc
$285K
TWM
2387
Tradition Wealth Management
Minnesota
$284K
CCA
2388
Carrera Capital Advisors
Michigan
$284K
CSA
2389
Cottage Street Advisors
Massachusetts
$283K
FWM
2390
Focused Wealth Management
New York
$283K
OC
2391
Oarsman Capital
Wisconsin
$282K
NIM
2392
Northeast Investment Management
Massachusetts
$281K
CCM
2393
Chaney Capital Management
Washington
$279K
VPW
2394
Variant Private Wealth
Virginia
$279K
MMM
2395
Mendel Money Management
Illinois
$279K
CFO
2396
Collective Family Office
Pennsylvania
$279K
5NPW
2397
55 North Private Wealth
Florida
$279K
BI
2398
Beckerman Institutional
New Jersey
$278K
CIP
2399
Castlefield Investment Partners
$277K
MFS
2400
Madrona Financial Services
Washington
$277K