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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
Polen Capital Management
1251
Polen Capital Management
Florida
$2.22M
A
1252
AlphaQuest
New York
$2.21M
TC
1253
TwinBeech Capital
New York
$2.2M
PWM
1254
Power Wealth Management
Georgia
$2.19M
DC
1255
DeDora Capital
California
$2.18M
CPC
1256
Congress Park Capital
New York
$2.18M
AC
1257
AXQ Capital
New Jersey
$2.17M
EWM
1258
Elmwood Wealth Management
California
$2.17M
CFCI
1259
Comprehensive Financial Consultants Institutional
Indiana
$2.16M
CRIG
1260
Charter Research & Investment Group
Connecticut
$2.16M
MCCP
1261
Mission Creek Capital Partners
California
$2.16M
DFG
1262
Demars Financial Group
Washington
$2.14M
CCM
1263
Connective Capital Management
California
$2.14M
PWM
1264
Peterson Wealth Management
Nevada
$2.14M
CCM
1265
Chickasaw Capital Management
Tennessee
$2.14M
CCMT
1266
CMT Capital Markets Trading
Germany
$2.14M
RP
1267
Rice Partnership
Hawaii
$2.13M
BB
1268
Bell Bank
North Dakota
$2.13M
PIM
1269
Penobscot Investment Management
Massachusetts
$2.13M
SDIC
1270
South Dakota Investment Council
South Dakota
$2.13M
KWA
1271
Kingswood Wealth Advisors
California
$2.13M
FWA
1272
FOCUS Wealth Advisors
Texas
$2.12M
HT
1273
Heritage Trust
Oklahoma
$2.11M
SFM
1274
Signet Financial Management
New Jersey
$2.11M
SAM
1275
Steinberg Asset Management
New York
$2.1M