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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
MFS
1801
Mattson Financial Services
Michigan
$836K
EHWM
1802
Eads & Heald Wealth Management
Georgia
$835K
GDP
1803
Great Diamond Partners
Maine
$833K
QC
1804
Quent Capital
New York
$832K
WSA
1805
Warm Springs Advisors
California
$826K
CS
1806
Crescent Sterling
Louisiana
$826K
TP
1807
Tranquility Partners
Tennessee
$826K
WIM
1808
Waverton Investment Management
United Kingdom
$824K
AWAG
1809
ARS Wealth Advisors Group
Florida
$824K
WPW
1810
Watershed Private Wealth
Illinois
$822K
AWA
1811
AGH Wealth Advisors
Kansas
$822K
SOS
1812
Silver Oak Securities
Tennessee
$820K
MSWM
1813
McGlone Suttner Wealth Management
Wisconsin
$819K
RMDI
1814
R.M. Davis Inc
Maine
$819K
WAOI
1815
Wealth Advisors of Iowa
Iowa
$816K
HI
1816
Harbour Investments
Wisconsin
$814K
APW
1817
Austin Private Wealth
Texas
$813K
SWIG
1818
Strategic Wealth Investment Group
Kentucky
$813K
CWM
1819
Concentrum Wealth Management
California
$812K
ACI
1820
Alpha Cubed Investments
California
$810K
BWA
1821
Blodgett Wealth Advisors
California
$808K
FFN
1822
Focus Financial Network
Minnesota
$808K
FAFN
1823
First Affirmative Financial Network
Colorado
$805K
KA
1824
Klingman & Associates
New York
$805K
MWA
1825
Midland Wealth Advisors
Illinois
$798K