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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
FA
2026
FF Advisors
California
$542K
BMWS
2027
Brady Martz Wealth Solutions
North Dakota
$542K
LG
2028
Leuthold Group
Minnesota
$541K
AWM
2029
Accel Wealth Management
Iowa
$540K
TC
2030
Trilogy Capital
California
$538K
LWM
2031
Latko Wealth Management
Illinois
$538K
BIG
2032
Brookwood Investment Group
Arizona
$537K
CP
2033
Covenant Partners
Tennessee
$537K
GTAM
2034
Global Trust Asset Management
Florida
$537K
AIMC
2035
Alley Investment Management Company
Illinois
$537K
GMF
2036
Grace & Mercy Foundation
New York
$537K
CI
2037
Corient IA
Florida
$537K
WAG
2038
Winthrop Advisory Group
Massachusetts
$537K
CPWA
2039
Cerro Pacific Wealth Advisors
California
$535K
EA
2040
Everpar Advisors
Oklahoma
$534K
SPWG
2041
Sage Private Wealth Group
Illinois
$532K
KIC
2042
Kensington Investment Counsel
California
$529K
FWM
2043
Focused Wealth Management
New York
$529K
PWM
2044
Pines Wealth Management
North Carolina
$529K
FFA
2045
Fi3 Financial Advisors
Indiana
$528K
ORI
2046
Oak Ridge Investments
Illinois
$527K
CFD
2047
Creative Financial Designs
Indiana
$526K
WF
2048
Wayfinding Financial
Washington
$526K
PA
2049
Persium Advisors
Georgia
$524K
NRC
2050
New Republic Capital
North Carolina
$524K