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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
AIC
2526
Archer Investment Corporation
Indiana
$241K
SICM
2527
Sustainable Insight Capital Management
New York
$241K
AWM
2528
Ariadne Wealth Management
California
$241K
ERWM
2529
Elk River Wealth Management
Colorado
$241K
MSAM
2530
Moloney Securities Asset Management
Missouri
$241K
HPM
2531
Hoxton Planning & Management
West Virginia
$240K
VCP
2532
Verus Capital Partners
Arizona
$239K
RWM
2533
Rialto Wealth Management
New York
$239K
MSFS
2534
Main Street Financial Solutions
Pennsylvania
$238K
BWP
2535
BlueStem Wealth Partners
Minnesota
$238K
BFS
2536
Burkett Financial Services
South Carolina
$237K
HB
2537
Horizon Bancorp
Indiana
$237K
EFG
2538
Ethos Financial Group
Pennsylvania
$237K
CAI
2539
Capital Advisors Inc
Oklahoma
$234K
PJWM
2540
Philip James Wealth Mangement
Georgia
$234K
GGA
2541
Granite Group Advisors
Connecticut
$234K
RPGK
2542
Retirement Planning Group (Kansas)
Kansas
$234K
AIM
2543
Arcadia Investment Management
Michigan
$233K
AA
2544
Acorns Advisers
California
$233K
SNBOSD
2545
Security National Bank of So Dak
Iowa
$232K
CG
2546
CFO4Life Group
Texas
$232K
MMCM
2547
Murphy & Mullick Capital Management
New York
$231K
1WM
2548
1858 Wealth Management
Ohio
$231K
LJAC
2549
L.J. Altfest & Co
New York
$231K
PAG
2550
Poinciana Advisors Group
Florida
$230K