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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
AA
2576
Auxano Advisors
Washington
$221K
OPA
2577
Old Port Advisors
Maine
$221K
EAM
2578
Evanson Asset Management
California
$220K
HWM
2579
Hemington Wealth Management
Virginia
$220K
HAIM
2580
Hunter Associates Investment Management
Pennsylvania
$220K
ACC
2581
Acorn Creek Capital
Colorado
$220K
TWA
2582
TCI Wealth Advisors
Arizona
$220K
BAS
2583
Brueske Advisory Services
Washington
$220K
CCA
2584
Carrera Capital Advisors
Michigan
$219K
NCTC
2585
New Covenant Trust Company
Indiana
$219K
AAM
2586
Austin Asset Management
Texas
$219K
RRA
2587
Round Rock Advisors
Connecticut
$219K
RA
2588
Riversedge Advisors
Delaware
$218K
RWA
2589
Redhawk Wealth Advisors
Minnesota
$218K
WWC
2590
Waypoint Wealth Counsel
Georgia
$218K
FNWM
2591
Financial Network Wealth Management
Utah
$218K
LAS
2592
LWM Advisory Services
Florida
$218K
MSWM
2593
Mowery & Schoenfeld Wealth Management
Illinois
$218K
GEM
2594
Global Endowment Management
North Carolina
$217K
SAM
2595
Summit Asset Management
Tennessee
$216K
KW
2596
Keyvantage Wealth
Pennsylvania
$216K
CFP
2597
Cascade Financial Partners
California
$216K
AWG
2598
Altus Wealth Group
Colorado
$216K
BWM
2599
Blossom Wealth Management
California
$216K
CGA
2600
Crescent Grove Advisors
Illinois
$215K