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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
JTWM
2626
Jackson Thornton Wealth Management
Alabama
$206K
QFA
2627
Quantum Financial Advisors
California
$206K
MSS
2628
Mitchell Sinkler & Starr
Pennsylvania
$205K
HFS
2629
Hughes Financial Services
Virginia
$205K
EB
2630
Exchange Bank
California
$205K
CCG
2631
Catalina Capital Group
California
$205K
CAM
2632
Clark Asset Management
New Hampshire
$204K
AWM
2633
Abound Wealth Management
Tennessee
$204K
CT
2634
ClearAlpha Technologies
Connecticut
$204K
WA
2635
Wealthstar Advisors
Texas
$203K
CPC
2636
Consolidated Planning Corp
Georgia
$203K
PSF
2637
Pacific Sun Financial
California
$203K
JSC
2638
Jackson Square Capital
California
$202K
SLT
2639
St Louis Trust
Missouri
$202K
AC
2640
Avory & Company
Florida
$202K
CWM
2641
Challenger Wealth Management
California
$202K
RTC
2642
Riverview Trust Company
Washington
$202K
IA
2643
Intellus Advisors
Florida
$201K
WFA
2644
Wellspring Financial Advisors
Ohio
$201K
TWM
2645
Tanager Wealth Management
United Kingdom
$201K
ML
2646
McAdam LLC
Pennsylvania
$201K
MAG
2647
MRA Advisory Group
New Jersey
$200K
CWM
2648
Cherrydale Wealth Management
New Jersey
$200K
FCT
2649
First Community Trust
Iowa
$199K
PW
2650
Pandora Wealth
Illinois
$197K