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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
WPC
1926
White Pine Capital
Minnesota
$651K
Kayne Anderson Rudnick Investment Management
1927
Kayne Anderson Rudnick Investment Management
California
$650K
MTC
1928
McDaniel Terry & Co
Texas
$649K
BFA
1929
Beaumont Financial Advisors
Massachusetts
$648K
KFA
1930
Kapstone Financial Advisors
Ohio
$646K
MSA
1931
Marino Stram & Associates
Massachusetts
$645K
LA
1932
LVW Advisors
New York
$643K
RPWA
1933
Regent Peak Wealth Advisors
Georgia
$641K
GCP
1934
Garda Capital Partners
Minnesota
$641K
XWM
1935
Xcel Wealth Management
Florida
$637K
DF
1936
Dunhill Financial
United Kingdom
$635K
AP
1937
Adero Partners
California
$631K
W
1938
WealthCollab
Washington
$630K
KOC
1939
Koss-Olinger Consulting
Florida
$629K
ECA
1940
Elevated Capital Advisors
Utah
$626K
AIA
1941
AssuredPartners Investment Advisors
Florida
$625K
FZCM
1942
Flynn Zito Capital Management
New York
$625K
RZH
1943
Relyea Zuckerberg Hanson
Connecticut
$624K
MFG
1944
Mainsail Financial Group
Washington
$624K
NPA
1945
Nichols & Pratt Advisers
Massachusetts
$621K
MIFH
1946
Migdal Insurance & Financial Holdings
Israel
$621K
CCAM
1947
Cascades Capital Asset Management
North Carolina
$618K
PWMAG
1948
Pinnacle Wealth Management Advisory Group
New Jersey
$618K
RPSA
1949
Richard P. Slaughter Associates
Texas
$618K
PA
1950
Parkside Advisors
California
$617K