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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
GWP
3051
Gateway Wealth Partners
Wisconsin
FFG
3052
First Financial Group
North Carolina
WF
3053
Whelan Financial
California
AM
3054
Account Management
Massachusetts
CAM
3055
CenterStar Asset Management
Illinois
CM
3056
Cercano Management
Washington
WPW
3057
Warther Private Wealth
Ohio
GSIS
3058
Global Strategic Investment Solutions
Arizona
AG
3059
Algert Global
California
IDBONY
3060
Israel Discount Bank of New York
New York
MWP
3061
Meridian Wealth Partners
Pennsylvania
BAM
3062
Blueshift Asset Management
New Jersey
TCBWMS
3063
Texas Capital Bank Wealth Management Services
Texas
HCM
3064
HMS Capital Management
Tennessee
AR
3065
Apeiron RIA
Texas
CBA
3066
Coastal Bridge Advisors
Connecticut
LA
3067
Latitude Advisors
Florida
AFM
3068
Armstrong Fleming & Moore
District of Columbia
SCM
3069
SOL Capital Management
Maryland
GFG
3070
Goldstone Financial Group
Illinois
AF
3071
Affiance Financial
Minnesota
AFG
3072
ABLE Financial Group
Arizona
CWS
3073
Cypress Wealth Services
California
KWM
3074
Keebeck Wealth Management
Illinois
GIA
3075
Guyasuta Investment Advisors
Pennsylvania