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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 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
WCFA
1976
Walkner Condon Financial Advisors
Wisconsin
$590K
FA
1977
Fermata Advisors
California
$590K
SL
1978
SFM LLC
New Hampshire
$590K
PP
1979
Patron Partners
Texas
$589K
PDL
1980
Portfolio Design Labs
California
$587K
CCA
1981
Coign Capital Advisors
Utah
$586K
WA
1982
WBH Advisory
Maryland
$586K
BFA
1983
Beacon Financial Advisory
Ohio
$585K
OAM
1984
Oxford Asset Management
United Kingdom
$584K
WBCM
1985
Wilson & Boucher Capital Management
California
$584K
BCM
1986
Berbice Capital Management
New York
$582K
HCM
1987
Hengehold Capital Management
Ohio
$582K
HAM
1988
Harmony Asset Management
Arizona
$580K
SSA
1989
Sierra Summit Advisors
Nevada
$579K
BW
1990
BIP Wealth
Georgia
$577K
CA
1991
Carson Advisory
Georgia
$576K
PWS
1992
Peterson Wealth Services
Utah
$572K
RS
1993
R Squared
Hong Kong
$572K
GWM
1994
Gibbs Wealth Management
Georgia
$571K
SFG
1995
Synergy Financial Group
California
$570K
DFCM
1996
Dark Forest Capital Management
Puerto Rico
$569K
TA
1997
TFB Advisors
Kansas
$569K
HL
1998
HeadInvest LLC
Maine
$565K
EL
1999
EWA LLC
Pennsylvania
$565K
MUAMU
2000
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$564K