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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
BFF
2551
Byrne Financial Freedom
Massachusetts
$230K
TCWM
2552
Total Clarity Wealth Management
Illinois
$229K
IFPG
2553
Intrepid Financial Planning Group
Indiana
$229K
DIP
2554
DT Investment Partners
Pennsylvania
$229K
TWA
2555
Talisman Wealth Advisors
New Jersey
$229K
LWMM
2556
Legacy Wealth Management (Mississippi)
Mississippi
$228K
ONSWM
2557
Old North State Wealth Management
North Carolina
$228K
SCM
2558
Schnieders Capital Management
California
$227K
RA
2559
Rise Advisors
New York
$227K
WSC
2560
Wellington Shields & Co
New York
$227K
PWM
2561
Puff Wealth Management
New Jersey
$227K
WDC
2562
Woodward Diversified Capital
California
$227K
CC
2563
Corton Capital
Ontario, Canada
$227K
TAM
2564
Titleist Asset Management
Texas
$226K
HWA
2565
Heritage Wealth Advisors
Virginia
$225K
TWPM
2566
Total Wealth Planning & Management
Florida
$225K
RIA
2567
Realta Investment Advisors
Delaware
$224K
SW
2568
SkyOak Wealth
Michigan
$224K
AWA
2569
Archvest Wealth Advisors
California
$224K
SFS
2570
Stiles Financial Services
Minnesota
$224K
CFA
2571
Cahill Financial Advisors
Minnesota
$222K
SFC
2572
Strategic Financial Concepts
Texas
$222K
MPCL
2573
My Personal CFO LLC
Washington
$222K
LWL
2574
Leo Wealth LLC
Texas
$221K
OFO
2575
OneAscent Family Office
Alabama
$221K