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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
FNWA
2776
Financial Network Wealth Advisors
Utah
$41.3K
IWP
2777
IAG Wealth Partners
Wisconsin
$40.3K
PWA
2778
Provenance Wealth Advisors
Florida
$37.8K
PK
2779
Pflug Koory
Nebraska
$37K
ZRP
2780
Zynergy Retirement Planning
New Jersey
$36.8K
PP
2781
Pacifica Partners
Canada
$36.7K
VWA
2782
VSM Wealth Advisory
Maryland
$36.2K
HHGA
2783
Halbert Hargrove Global Advisors
California
$34.9K
CIR
2784
Clear Investment Research
Georgia
$34.5K
PP
2785
Pingora Partners
Wyoming
$33.5K
AP
2786
Aspect Partners
Virginia
$31.9K
WTFG
2787
Wood Tarver Financial Group
Idaho
$31.7K
KSWA
2788
Kathleen S. Wright Associates
Pennsylvania
$31.4K
GCM
2789
Gables Capital Management
Florida
$31.1K
AF
2790
Abound Financial
California
$30.6K
RWM
2791
Ruedi Wealth Management
Illinois
$30.3K
CIAS
2792
CBIZ Investment Advisory Services
Ohio
$30.1K
BC
2793
Barrett & Company
Rhode Island
$29.5K
CAWM
2794
Capital A Wealth Management
Pennsylvania
$29.5K
1IA
2795
1620 Investment Advisors
Massachusetts
$29.4K
RTL
2796
Red Tortoise LLC
Georgia
$29.1K
CTWM
2797
Cherry Tree Wealth Management
Minnesota
$28.2K
LAMC
2798
Longview Asset Management (California)
California
$28.2K
GFL
2799
Granite FO LLC
New Hampshire
$27.6K
SIS
2800
Strategic Investment Solutions
Illinois
$27.1K