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Salesforce

2,917 hedge funds and large institutions have $206B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 1,468 increasing their positions, 979 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: 200 | Existing positions closed: 294

41% less funds holding in top 10

Funds holding in top 10: 13177 (-54)

Holders
2,917
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
EWA
1051
Evolution Wealth Advisors
Florida
$3.33M
HW
1052
Hancock Whitney
Mississippi
$3.33M
BWM
1053
Bulltick Wealth Management
Florida
$3.31M
CAMG
1054
CWA Asset Management Group
Florida
$3.31M
ARC
1055
Advisor Resource Council
Texas
$3.31M
AMCA
1056
Arthur M. Cohen & Associates
Illinois
$3.3M
MC
1057
Mathes Company
New York
$3.3M
WSCM
1058
Wellington Shields Capital Management
New York
$3.3M
GJWM
1059
Gilliland Jeter Wealth Management
Arkansas
$3.3M
POIA
1060
Pin Oak Investment Advisors
Texas
$3.3M
FWM
1061
Finer Wealth Management
Massachusetts
$3.28M
HIP
1062
Harrell Investment Partners
Texas
$3.27M
IUHSA
1063
Itau Unibanco Holding S.A.
Brazil
$3.27M
CC
1064
Courier Capital
New York
$3.26M
IAS
1065
Insigneo Advisory Services
Florida
$3.26M
FCP
1066
Fidelis Capital Partners
Florida
$3.25M
TAP
1067
Tounjian Advisory Partners
Florida
$3.25M
MWM
1068
Marion Wealth Management
Pennsylvania
$3.24M
WWM
1069
Western Wealth Management
Colorado
$3.23M
JWCA
1070
J.W. Cole Advisors
Florida
$3.23M
FFA
1071
Fragasso Financial Advisors
Pennsylvania
$3.22M
NHT
1072
New Hampshire Trust
New Hampshire
$3.22M
KLWA
1073
Kelly Lawrence W & Associates
California
$3.21M
MA
1074
Mutual Advisors
Nebraska
$3.2M
OAM
1075
Occidental Asset Management
California
$3.18M