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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
EPA
3101
Element Pointe Advisors
Florida
TFF
3102
The Family Firm
Maryland
TFG
3103
Taylor Financial Group
Virginia
VIA
3104
Victrix Investment Advisors
Florida
ABC
3105
Associated Banc-Corp
Wisconsin
WJA
3106
Willis Johnson & Associates
Texas
MSRI
3107
Michael S. Ryan Inc
New York
KFA
3108
Kelleher Financial Advisors
New York
BFO
3109
Biltmore Family Office
North Carolina
HAC
3110
Harbor Advisory Corp
New Hampshire
WA
3111
Wealthstream Advisors
New York
CPRC
3112
Consolidated Portfolio Review Corp
New York
MFC
3113
Morris Financial Concepts
South Carolina
M1FG
3114
Mach-1 Financial Group
Arkansas
LFP
3115
Leeward Financial Partners
Washington
FYW
3116
Future You Wealth
New York
SA
3117
Stewardship Advisors
Pennsylvania
EA
3118
Echo45 Advisors
California
AWA
3119
Aletheian Wealth Advisors
Washington
VHAM
3120
Van Hulzen Asset Management
California
FBC
3121
Fairfield, Bush & Co
Connecticut
BOSSRA
3122
B.O.S.S. Retirement Advisors
Utah
RA
3123
Resolute Advisors
California
DBRC
3124
D.B. Root & Company
Pennsylvania
DAS
3125
DMKC Advisory Services
Iowa