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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
KI
3176
Kapitalo Investimentos
Brazil
VAG
3177
VisionPoint Advisory Group
Texas
CCA
3178
Cadent Capital Advisors
Oklahoma
PCWA
3179
Pacific Capital Wealth Advisors
California
FIA
3180
FPC Investment Advisory
California
EA
3181
Emerald Advisers
Pennsylvania
CI
3182
Cordant Inc
Oregon
KG
3183
Kieckhefer Group
Wisconsin
KBFS
3184
Kohmann Bosshard Financial Services
Ohio
MSFP
3185
Mark Sheptoff Financial Planning
Connecticut
FF
3186
Friedenthal Financial
New Jersey
SGC
3187
Slocum, Gordon & Co
Rhode Island
PSB
3188
Piscataqua Savings Bank
New Hampshire
CP
3189
Castleview Partners
Texas
FWM
3190
FLP Wealth Management
Arkansas
CJ
3191
Caitlin John
Michigan
PG
3192
Proffitt & Goodson
Tennessee
PIS
3193
POM Investment Strategies
North Carolina
MFG
3194
Menard Financial Group
Texas
PFT
3195
Providence First Trust
Arizona
FFA
3196
Fairfield Financial Advisors
Massachusetts
XC
3197
XY Capital
Hong Kong
WWA
3198
Wingate Wealth Advisors
Massachusetts
CJL
3199
Cyrus J. Lawrence
New York
CPL
3200
Capital & Planning LLC
Georgia