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Salesforce

2,915 hedge funds and large institutions have $206B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,466 increasing their positions, 978 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $260B → $206B (-$54.1B)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 294

41% less funds holding in top 10

Funds holding in top 10: 13177 (-54)

Holders
2,915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08B
Puts
$4.89B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
2476
Advanced Asset Management Advisors
Ohio
$262K
HWP
2477
Highline Wealth Partners
California
$261K
MFS
2478
Madrona Financial Services
Washington
$260K
KA
2479
KDT Advisors
New York
$260K
QFW
2480
QTR Family Wealth
Florida
$258K
OHWA
2481
Oak Hill Wealth Advisors
Virginia
$258K
VCM
2482
Vivaldi Capital Management
Illinois
$258K
ZIC
2483
ZWJ Investment Counsel
Georgia
$258K
ECM
2484
Elgethun Capital Management
South Dakota
$258K
BBNA
2485
Bremer Bank National Association
Minnesota
$258K
SG
2486
Somerset Group
Minnesota
$258K
TCM
2487
TruNorth Capital Management
Michigan
$258K
WTA
2488
Washington Trust Advisors
Massachusetts
$258K
MWA
2489
Motive Wealth Advisors
Michigan
$257K
MIA
2490
MainStreet Investment Advisors
Illinois
$257K
MWP
2491
Meriwether Wealth & Planning
Louisiana
$257K
FNB
2492
Farmers National Bank
Kentucky
$257K
FAG
2493
Fortitude Advisory Group
Washington
$257K
WSWA
2494
Warren Street Wealth Advisors
California
$257K
MCC
2495
Money Concepts Capital
Florida
$255K
F8IS
2496
Figure 8 Investment Strategies
Idaho
$255K
BMM
2497
Berkshire Money Management
Massachusetts
$254K
ACP
2498
Aveo Capital Partners
Colorado
$254K
BFWA
2499
Benchmark Financial Wealth Advisors
Florida
$254K
BSSFA
2500
Baron Silver Stevens Financial Advisors
Florida
$254K