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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
CWM
2801
Crowley Wealth Management
Delaware
$26.8K
APW
2802
Atlantic Private Wealth
North Carolina
$26.8K
TC
2803
Tacita Capital
Ontario, Canada
$26.8K
CMA
2804
Cedar Mountain Advisors
Oregon
$26.6K
TC
2805
Trust Company
Kansas
$26.3K
SRCM
2806
Signature Resources Capital Management
California
$26.2K
OA
2807
Operose Advisors
Wisconsin
$25.8K
CF
2808
Collier Financial
Colorado
$25.4K
MA
2809
MCF Advisors
Kentucky
$25.3K
FWM
2810
FSA Wealth Management
Massachusetts
$25.1K
API
2811
Asset Planning Inc
California
$25K
RA
2812
RiverPark Advisors
New York
$24.7K
NI
2813
NCP Inc
California
$24.4K
CFS
2814
Compass Financial Services
Iowa
$23.9K
TCM
2815
Tradewinds Capital Management
Washington
$23.9K
PC
2816
Promus Capital
Illinois
$23.1K
DPW
2817
DiNuzzo Private Wealth
Pennsylvania
$23.1K
ICM
2818
Islay Capital Management
Texas
$22.8K
SC
2819
Steph & Co
Wisconsin
$22.5K
LWMI
2820
Legacy Wealth Management (Idaho)
Idaho
$22K
AWM
2821
Accredited Wealth Management
Kentucky
$21.5K
WAG
2822
Wiser Advisor Group
Arizona
$20.8K
DMKJ
2823
David M. Knott Jr
$20.7K
CI
2824
Clal Insurance
Israel
$20K
VWA
2825
Valued Wealth Advisors
Utah
$19.6K