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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
LIG
1876
Lokken Investment Group
Delaware
$708K
ZIG
1877
Zullo Investment Group
Pennsylvania
$708K
OL
1878
OneFund LLC
Florida
$707K
HWMO
1879
Heritage Wealth Management (Ohio)
Ohio
$707K
TCM
1880
Tandem Capital Management
New Jersey
$707K
TSW
1881
Three Seasons Wealth
Utah
$703K
WHC
1882
Wulff, Hansen & Co
California
$702K
SIM
1883
Sentry Investment Management
Wisconsin
$700K
KFI
1884
Key Financial Inc
Pennsylvania
$698K
LWP
1885
LeClair Wealth Partners
Ohio
$697K
GFP
1886
Gryphon Financial Partners
Ohio
$696K
EWM
1887
Evermay Wealth Management
Virginia
$695K
RFP
1888
Root Financial Partners
California
$695K
MC
1889
Machina Capital
France
$693K
CCT
1890
Chemung Canal Trust
New York
$692K
FFO
1891
Fortitude Family Office
Arizona
$690K
B
1892
Bellecapital
Switzerland
$689K
YP
1893
YANKCOM Partnership
South Dakota
$688K
CWG
1894
Cornerstone Wealth Group
North Carolina
$688K
WHCI
1895
W.H. Cornerstone Investments
Massachusetts
$686K
BWG
1896
Berry Wealth Group
Texas
$685K
DWM
1897
Dogwood Wealth Management
Kansas
$685K
CSPIA
1898
Cary Street Partners Investment Advisory
Virginia
$684K
VCM
1899
Virtue Capital Management
Tennessee
$684K
WJWM
1900
Williams Jones Wealth Management
New York
$683K