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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
BHWM
2701
Beaird Harris Wealth Management
Texas
$104K
SFG
2702
Stonebridge Financial Group
Pennsylvania
$104K
ACA
2703
American Capital Advisory
Idaho
$103K
EPW
2704
Evergreen Private Wealth
Colorado
$103K
PWMG
2705
Private Wealth Management Group
New Jersey
$101K
SCB
2706
Saudi Central Bank
Saudi Arabia
$101K
SWIM
2707
Smallwood Wealth Investment Management
New Jersey
$98.6K
LFA
2708
LGT Financial Advisors
Texas
$94.4K
CWM
2709
Consultiva Wealth Management
Puerto Rico
$94.2K
JAM
2710
JCIC Asset Management
Ontario, Canada
$93.1K
CTA
2711
Colonial Trust Advisors
South Carolina
$90.2K
SAM
2712
Sherman Asset Management
California
$89.4K
MHR
2713
Matthew Hamilton Rosenberg
$89.4K
ECM
2714
Estabrook Capital Management
New York
$88.8K
FP
2715
Financial Perspectives
Minnesota
$87.8K
BHWM
2716
Bay Harbor Wealth Management
Maryland
$86.9K
BBPWM
2717
Blue Bell Private Wealth Management
Pennsylvania
$86.7K
EPAM
2718
Evelyn Partners Asset Management
$84K
MLA
2719
MB, Levis & Associates
Pennsylvania
$83.5K
BONH
2720
Bank of New Hampshire
New Hampshire
$83.2K
UIA
2721
Ulland Investment Advisors
Minnesota
$83K
CWC
2722
Carolinas Wealth Consulting
North Carolina
$81.2K
LCM
2723
Logan Capital Management
Pennsylvania
$80.5K
HFS
2724
Horizon Financial Services
North Carolina
$80.5K
PWMG
2725
Prestige Wealth Management Group
New Jersey
$78.4K