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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
CA
1476
Claro Advisors
Massachusetts
$1.49M
PL
1477
Plancorp LLC
Missouri
$1.49M
BC
1478
Bridgefront Capital
Texas
$1.48M
AC
1479
Apella Capital
Connecticut
$1.48M
JFGIW
1480
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.48M
LAI
1481
Legal Advantage Investments
California
$1.47M
PPWM
1482
Paragon Private Wealth Management
Kentucky
$1.47M
GPA
1483
Guerra Pan Advisors
New Jersey
$1.46M
TCA
1484
Transcend Capital Advisors
New Jersey
$1.46M
PCG
1485
Prosperity Consulting Group
Maryland
$1.46M
AL
1486
Aspiriant LLC
California
$1.46M
GAM
1487
Gemmer Asset Management
California
$1.45M
PCM
1488
Princeton Capital Management
New Jersey
$1.45M
CIA
1489
Choate Investment Advisors
Massachusetts
$1.45M
BI
1490
Ballast Inc
Kentucky
$1.45M
KCM
1491
KRS Capital Management
Michigan
$1.45M
DWM
1492
Drive Wealth Management
Utah
$1.44M
HSA
1493
HBK Sorce Advisory
Pennsylvania
$1.44M
PWM
1494
Palacios Wealth Management
Florida
$1.43M
NAS
1495
Nicolet Advisory Services
Wisconsin
$1.43M
SP
1496
Stonebrook Private
Michigan
$1.43M
PPW
1497
Parcion Private Wealth
Washington
$1.43M
AFAS
1498
Acorn Financial Advisory Services
Virginia
$1.43M
CFP
1499
Catalyst Financial Partners
Massachusetts
$1.43M
KLCM
1500
KG&L Capital Management
Louisiana
$1.43M