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
CCA
2426
Catalyst Capital Advisors
New York
$268K
SFPG
2427
Stonebridge Financial Planning Group
Florida
$268K
HA
2428
Hyposwiss Advisors
$268K
OWA
2429
Opal Wealth Advisors
New York
$265K
LSA
2430
L & S Advisors
California
$265K
TDC
2431
Thompson Davis & Co
Virginia
$265K
WTG
2432
West Tower Group
Virginia
$265K
SAM
2433
Stembrook Asset Management
New Jersey
$265K
MBWA
2434
Marin Bay Wealth Advisors
California
$264K
BW
2435
Blalock Williams
Alabama
$264K
PWP
2436
Prasad Wealth Partners
Ohio
$264K
CWA
2437
Centennial Wealth Advisory
Michigan
$263K
AIM
2438
Alhambra Investment Management
Florida
$263K
RIA
2439
Regal Investment Advisors
Michigan
$263K
BOC
2440
Bull Oak Capital
California
$261K
HPM
2441
Hoxton Planning & Management
West Virginia
$261K
HWA
2442
Heritage Wealth Advisors
Virginia
$261K
CAS
2443
Coppell Advisory Solutions
Texas
$259K
BFWA
2444
Benchmark Financial Wealth Advisors
Florida
$259K
CA
2445
COFG Advisors
Illinois
$259K
AAMA
2446
Advanced Asset Management Advisors
Ohio
$258K
SIM
2447
SSI Investment Management
California
$258K
MA
2448
MCF Advisors
Kentucky
$258K
CAAS
2449
Capital Asset Advisory Services
Michigan
$257K
TA
2450
Tactive Advisors
Florida
$257K