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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
WFI
1851
West Family Investments
California
$756K
SIA
1852
Soltis Investment Advisors
Utah
$750K
MPWS
1853
McCarter Private Wealth Services
Massachusetts
$750K
EI
1854
Ecofi Investissements
France
$746K
PFBT
1855
Parkside Financial Bank & Trust
Missouri
$745K
CF
1856
Cyr Financial
Illinois
$741K
RBFC
1857
Roman Butler Fullerton & Co
Missouri
$741K
PA
1858
PFG Advisors
Arizona
$741K
AWM
1859
Aviso Wealth Management
Washington
$740K
PCP
1860
Proficio Capital Partners
Massachusetts
$739K
MQWP
1861
Morey & Quinn Wealth Partners
Nebraska
$739K
MWM
1862
Modern Wealth Management
Kansas
$738K
AFM
1863
Abbot Financial Management
Massachusetts
$738K
HNW
1864
High Note Wealth
Minnesota
$737K
OWP
1865
ORG Wealth Partners
Texas
$733K
AA
1866
Advisory Alpha
Michigan
$732K
SFI
1867
SPC Financial Inc
Maryland
$730K
NF
1868
Nvest Financial
New Hampshire
$728K
MAWA
1869
Moss Adams Wealth Advisors
Washington
$728K
CWG
1870
Crown Wealth Group
North Carolina
$724K
HFM
1871
Hartford Funds Management
Pennsylvania
$715K
AO
1872
Advisor OS
Illinois
$714K
FWP
1873
FAS Wealth Partners
Kansas
$711K
PWM
1874
Prentice Wealth Management
New York
$710K
AF
1875
Advisornet Financial
Minnesota
$708K