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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
MWS
3126
MFA Wealth Services
California
MCM
3127
Monarch Capital Management
Indiana
SC
3128
Schiavi & Co
Delaware
RWP
3129
Ridgecrest Wealth Partners
California
KP
3130
Kitching Partners
Pennsylvania
RA
3131
Riverstone Advisors
Texas
LPFG
3132
Landing Point Financial Group
Ohio
UAML
3133
US Asset Management LLC
Pennsylvania
HCM
3134
Hodges Capital Management
Texas
DP
3135
Denver PWM
Colorado
EBA
3136
Eagle Bay Advisors
New York
TWM
3137
Topsail Wealth Management
North Carolina
SFA
3138
Seneca Financial Advisors
New York
BMM
3139
Buffington Mohr McNeal
Idaho
NCM
3140
NCM Capital Management
New Jersey
TA
3141
Townsend & Associates
Colorado
SGK
3142
Steigerwald Gordon & Koch
Virginia
HG
3143
Harbor Group
New Hampshire
C1AG
3144
Client 1st Advisory Group
Florida
WN
3145
Williams & Novak
California
WMWM
3146
Whitaker-Myers Wealth Managers
Ohio
FAN
3147
Financial Advisors Network
California
VAM
3148
Vienna Asset Management
California
BFA
3149
Bill Few Associates
Pennsylvania
LSA
3150
Lion Street Advisors
Texas