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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
GIP
1501
Granite Investment Partners
California
$1.42M
FFO
1502
Fiduciary Family Office
Florida
$1.42M
BLC
1503
Brown, Lisle/Cummings
Rhode Island
$1.42M
PWG
1504
Portside Wealth Group
Utah
$1.42M
SCA
1505
St. Clair Advisors
Ohio
$1.42M
PFGIA
1506
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M
RIM
1507
Redwood Investment Management
Arizona
$1.41M
WAAG
1508
Wealth Alliance Advisory Group
Kansas
$1.41M
RFN
1509
RDA Financial Network
Iowa
$1.41M
PWM
1510
Palumbo Wealth Management
New York
$1.4M
GPWM
1511
Grant Private Wealth Management
California
$1.4M
CA
1512
CoreCap Advisors
Michigan
$1.4M
RCAG
1513
Rehmann Capital Advisory Group
Michigan
$1.4M
SWP
1514
Square Wave Partners
New York
$1.39M
SWC
1515
Square Wave Capital
New York
$1.39M
FFS
1516
Founders Financial Securities
Maryland
$1.39M
MCC
1517
Malaga Cove Capital
California
$1.39M
ATS
1518
Ashton Thomas Securities
New York
$1.39M
GCM
1519
Geneva Capital Management
Wisconsin
$1.39M
QWP
1520
Quotient Wealth Partners
Texas
$1.38M
EW
1521
Elyxium Wealth
California
$1.38M
CCG
1522
Coastwise Capital Group
California
$1.38M
CCP
1523
Cunning Capital Partners
North Carolina
$1.37M
ACM
1524
Ayrshire Capital Management
Connecticut
$1.37M
AC
1525
Amitell Capital
Singapore
$1.37M