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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
PWP
1901
Phillips Wealth Planners
Mississippi
$682K
CA
1902
Capital Advantage
California
$681K
AWAU
1903
Alliance Wealth Advisors (Utah)
Utah
$680K
RCA
1904
Runnymede Capital Advisors
Ohio
$679K
WCAMG
1905
Woodard & Company Asset Management Group
North Carolina
$679K
CSB
1906
City State Bank
Iowa
$674K
WCM
1907
Windsor Capital Management
Arizona
$674K
QL
1908
Quarry LP
New York
$673K
BBI
1909
Baxter Bros Inc
Connecticut
$671K
HIF
1910
Hill Island Financial
Michigan
$670K
CP
1911
Clarendon Private
Massachusetts
$668K
SC
1912
Solstein Capital
California
$667K
PWPS
1913
Pinnacle Wealth Planning Services
Ohio
$667K
CCA
1914
Childress Capital Advisors
Texas
$667K
BWM
1915
Bosman Wealth Management
California
$665K
ACGA
1916
Atlanta Consulting Group Advisors
Georgia
$665K
CT
1917
Clearstead Trust
Maine
$664K
KCIC
1918
Kuhn & Co Investment Counsel
Illinois
$662K
GWM
1919
Greenwich Wealth Management
Connecticut
$662K
AIMA
1920
Ables Iannone Moore & Associates
Georgia
$661K
EL
1921
Essex LLC
Illinois
$658K
LCGC
1922
Legacy Capital Group California
California
$657K
KA
1923
Kozak & Associates
Colorado
$654K
CIAS
1924
Capital Investment Advisory Services
North Carolina
$653K
MEG
1925
Millstone Evans Group
Colorado
$651K