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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
TA
3076
TruWealth Advisors
Louisiana
PPWM
3077
Perissos Private Wealth Management
Oklahoma
HC
3078
Hamilton Capital
Ohio
GWM
3079
GSB Wealth Management
Connecticut
FMN
3080
Financial Management Network
California
TFA
3081
Tranquilli Financial Advisor
New Jersey
MWM
3082
MinichMacGregor Wealth Management
New York
CWM
3083
CCG Wealth Management
California
PRTG
3084
Post Resch Tallon Group
New York
BL
3085
Balentine LLC
Georgia
BPC
3086
Bearing Point Capital
Minnesota
GP
3087
Guardian Partners
Canada
AIM
3088
Athena Investment Management
California
GSWM
3089
Greenup Street Wealth Management
Michigan
GIP
3090
Greatmark Investment Partners
Georgia
UWPG
3091
Ullmann Wealth Partners Group
Florida
AWM
3092
Alterna Wealth Management
Texas
BBW
3093
Blue Barn Wealth
Utah
VP
3094
Verum Partners
North Carolina
SC
3095
Stance Capital
Massachusetts
JBA
3096
Johnson Bixby & Associates
Washington
RWM
3097
RKL Wealth Management
Pennsylvania
CCM
3098
Chiron Capital Management
Florida
RIM
3099
Rockbridge Investment Management
New York
CMS
3100
Capital Market Strategies
Florida