CRM icon

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
KSWWM
2601
Keyes Stange & Wooten Wealth Management
Florida
$215K
CCMW
2602
Cypress Capital Management (Wyoming)
Wyoming
$215K
FRA
2603
Front Row Advisors
California
$215K
CIA
2604
Cladis Investment Advisory
Montana
$215K
UFF
2605
USA Financial Formulas
Michigan
$214K
EFL
2606
ERn Financial LLC
Wisconsin
$214K
ACA
2607
Affinity Capital Advisors
California
$213K
LFG
2608
Lockerman Financial Group
California
$213K
PWA
2609
Prairie Wealth Advisors
Nebraska
$211K
TA
2610
Teramo Advisors
Florida
$211K
SIA
2611
SGL Investment Advisors
Montana
$211K
PCA
2612
Purkiss Capital Advisors
Connecticut
$210K
LTI
2613
Laffer Tengler Investments
Tennessee
$210K
LWM
2614
Laidlaw Wealth Management
New York
$210K
RWI
2615
Red Wave Investments
Pennsylvania
$209K
RAS
2616
RPS Advisory Solutions
Kentucky
$209K
WAM
2617
Weatherly Asset Management
California
$209K
RWA
2618
Rooted Wealth Advisors
Illinois
$209K
MHWM
2619
Montz Harcus Wealth Management
Louisiana
$209K
CAL
2620
Capital Advisors Ltd
Ohio
$208K
TCM
2621
Tufton Capital Management
Maryland
$208K
VC
2622
Vestor Capital
Illinois
$207K
VCP
2623
Vista Capital Partners
Oregon
$206K
CAG
2624
Cypress Advisory Group
Arizona
$206K
MWM
2625
Maridea Wealth Management
New York
$206K