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Salesforce

2,914 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, 1,465 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
2,914
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
HWA
2751
HHM Wealth Advisors
Tennessee
$54.2K
BIM
2752
Breakwater Investment Management
Washington
$53.7K
AWM
2753
Ameliora Wealth Management
Switzerland
$53.7K
SC
2754
Swan Capital
Florida
$53.7K
GBA
2755
Garrison Bradford & Associates
New York
$53.7K
RWS
2756
Retirement Wealth Solutions
Wisconsin
$53.3K
RFG
2757
REAP Financial Group
Texas
$52.6K
BTC
2758
Bank & Trust Company
Illinois
$51K
CAC
2759
Core Alternative Capital
Georgia
$50.5K
CWM
2760
Cedar Wealth Management
California
$50.2K
T
2761
Tidemark
California
$48.8K
NEWAS
2762
N.E.W. Advisory Services
Wisconsin
$48.7K
PPA
2763
Pilgrim Partners Asia
Singapore
$48.3K
FWA
2764
FSC Wealth Advisors
New York
$48K
KPP
2765
Kings Path Partners
Texas
$47.2K
GJIA
2766
Glass Jacobson Investment Advisors
Maryland
$46.8K
DCM
2767
Disciplina Capital Management
Tennessee
$46.7K
VWM
2768
Vermillion Wealth Management
Minnesota
$46.3K
RCM
2769
Richardson Capital Management
Wisconsin
$46.2K
LFASL
2770
Lugano Financial Advisors SA (LFA)
Switzerland
$46.2K
MSG
2771
Main Street Group
Virginia
$44.8K
EWP
2772
Elevation Wealth Partners
California
$44.3K
MG
2773
MilWealth Group
Wisconsin
$44.3K
GIA
2774
GHP Investment Advisors
Colorado
$44.1K
GK
2775
Graney & King
New York
$43.2K