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Salesforce

2,866 hedge funds and large institutions have $248B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 1,071 increasing their positions, 1,219 reducing their positions, and 205 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: $

7.19% more ownership

Funds ownership: 79.41%86.6% (+7.2%)

3% more funds holding

Funds holding: 2,7892,866 (+77)

12% less repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,219

Holders
2,866
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
$7.03B
Puts
$6.1B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$590M
3 -$476M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
5
Amundi
Amundi
France
-$462M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
2301
Apollon Financial
South Carolina
$312K
IA
2302
IFC Advisors
California
$312K
DF
2303
Dunhill Financial
United Kingdom
$311K
CL
2304
CSS LLC
Illinois
$310K
MWM
2305
Mattern Wealth Management
Kansas
$310K
PAG
2306
Powers Advisory Group
Illinois
$309K
EHC
2307
Everett Harris & Co
California
$309K
WTA
2308
Washington Trust Advisors
Massachusetts
$309K
MWA
2309
Muirfield Wealth Advisors
North Carolina
$308K
PCA
2310
Peddock Capital Advisors
Massachusetts
$308K
C1AG
2311
Client 1st Advisory Group
Florida
$307K
NRI
2312
NFP Retirement Inc
California
$307K
TMC
2313
Themes Management Co
Connecticut
$307K
AWA
2314
Ark Wealth Advisors
California
$306K
MWA
2315
Motive Wealth Advisors
Michigan
$305K
FSA
2316
Fort Sheridan Advisors
Illinois
$305K
LW
2317
Livet Wealth
Utah
$305K
MWM
2318
Mindset Wealth Management
Indiana
$305K
EAM
2319
Evanson Asset Management
California
$304K
MAWCM
2320
Mine & Arao Wealth Creation & Management
California
$303K
TAP
2321
TSG Advice Partners
Ohio
$303K
MFA
2322
Morling Financial Advisors
California
$303K
OFW
2323
Omnia Family Wealth
Florida
$302K
WA
2324
Winter & Associates
Minnesota
$301K
CFS
2325
CRA Financial Services
New Jersey
$301K