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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
EWM
1226
Empirical Wealth Management
Washington
$2.34M
TSWM
1227
Triangle Securities Wealth Management
North Carolina
$2.34M
CPIG
1228
Chicago Partners Investment Group
Illinois
$2.33M
SCP
1229
Sender Company & Partners
New York
$2.33M
MSK
1230
Melissa S. Kampmann
$2.31M
APIM
1231
Agate Pass Investment Management
Washington
$2.3M
BIG
1232
Brooklyn Investment Group
New York
$2.29M
RCA
1233
Resonant Capital Advisors
Wisconsin
$2.29M
EWA
1234
EverSource Wealth Advisors
Alabama
$2.28M
NCM
1235
Nelson Capital Management
California
$2.28M
JWBC
1236
J.W. Burns & Co
New York
$2.28M
BCM
1237
Bridgeway Capital Management
Texas
$2.27M
SSWM
1238
Smith Salley Wealth Management
North Carolina
$2.27M
SIG
1239
Stonegate Investment Group
Alabama
$2.27M
VCM
1240
Verde Capital Management
Michigan
$2.26M
WAP
1241
Wealthcare Advisory Partners
Pennsylvania
$2.26M
SFP
1242
Shepherd Financial Partners
Massachusetts
$2.25M
DA
1243
Dover Advisors
Virginia
$2.25M
RWP
1244
RWA Wealth Partners
Massachusetts
$2.25M
SG
1245
StoneX Group
New York
$2.24M
WANY
1246
Wealthspire Advisors (New York)
New York
$2.23M
FGAM
1247
Financial Gravity Asset Management
Texas
$2.23M
LF
1248
LifePlan Financial
Minnesota
$2.23M
CWAG
1249
Compton Wealth Advisory Group
Virginia
$2.22M
GL
1250
Graypoint LLC
New York
$2.22M