CRM icon

Salesforce

2,917 hedge funds and large institutions have $206B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,468 increasing their positions, 978 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: 201 | 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
AP
1951
Appleton Partners
Massachusetts
$616K
WWM
1952
Whalen Wealth Management
Nevada
$616K
CIM
1953
CIM Investment Management
Pennsylvania
$615K
AWE
1954
Avidian Wealth Enterprises
Texas
$614K
BPW
1955
Bingham Private Wealth
California
$613K
AF
1956
Apollon Financial
South Carolina
$612K
PWM
1957
Prosperity Wealth Management
California
$611K
1CP
1958
17 Capital Partners
Arizona
$611K
BFG
1959
Berger Financial Group
Minnesota
$610K
NFA
1960
Northwest Financial Advisors
Virginia
$609K
3IP
1961
3Chopt Investment Partners
Virginia
$609K
IA
1962
IFG Advisory
Georgia
$608K
CSA
1963
Cornerstone Select Advisors
Missouri
$607K
BW
1964
BXM Wealth
Colorado
$606K
NC
1965
Napatree Capital
Rhode Island
$605K
VIM
1966
Vista Investment Management
Pennsylvania
$604K
MG
1967
McHugh Group
Ohio
$604K
CWM
1968
Centurion Wealth Management
Virginia
$599K
FSA
1969
Fort Sheridan Advisors
Illinois
$598K
CA
1970
Crumly & Associates
Illinois
$598K
BWM
1971
BankPlus Wealth Management
Mississippi
$596K
RIP
1972
RAM Investment Partners
Washington
$595K
VCA
1973
Verdence Capital Advisors
Maryland
$595K
JSL
1974
JT Stratford LLC
Georgia
$594K
FA
1975
Fedenia Advisers
Wisconsin
$592K