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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
CCG
1301
Ceeto Capital Group
Florida
$2.01M
CAMV
1302
Concord Asset Management (Virginia)
Virginia
$2M
SIA
1303
Schechter Investment Advisors
Michigan
$2M
CWP
1304
Concord Wealth Partners
Virginia
$2M
CT
1305
Coastline Trust
Rhode Island
$1.99M
CPA
1306
Cardiff Park Advisors
California
$1.99M
SCP
1307
Stamos Capital Partners
California
$1.99M
KA
1308
Kerrisdale Advisers
Florida
$1.98M
CFFP
1309
Center for Financial Planning
Michigan
$1.98M
BC
1310
Burney Company
Virginia
$1.97M
HCCM
1311
Hudson Canyon Capital Management
New York
$1.97M
SIP
1312
Stoneridge Investment Partners
Pennsylvania
$1.97M
KTC
1313
Kentucky Trust Company
Kentucky
$1.96M
OGF
1314
Orin Green Financial
California
$1.96M
PWP
1315
Perfromance Wealth Partners
Illinois
$1.96M
RMC
1316
Resources Management Corp
Connecticut
$1.96M
AF
1317
Atala Financial
California
$1.96M
NP
1318
Nilsine Partners
Colorado
$1.95M
AWMT
1319
AAFMAA Wealth Management & Trust
North Carolina
$1.95M
LS
1320
Leelyn Smith
Illinois
$1.94M
AAM
1321
Augustine Asset Management
Florida
$1.94M
TWM
1322
Thrive Wealth Management
Pennsylvania
$1.94M
CFG
1323
Cooper Financial Group
California
$1.94M
DWM
1324
Dakota Wealth Management
Florida
$1.94M
ACM
1325
AlphaStar Capital Management
North Carolina
$1.94M