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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
MAM
2051
Milestone Asset Management
Pennsylvania
$524K
RWP
2052
Revolve Wealth Partners
New Jersey
$522K
KW
2053
KWB Wealth
California
$522K
CNBTD
2054
Citizens National Bank Trust Department
Mississippi
$521K
BCP
2055
Blackhawk Capital Partners
Wisconsin
$521K
TSWM
2056
Tyler-Stone Wealth Management
Ohio
$519K
UWP
2057
Uniting Wealth Partners
Kansas
$519K
GSWM
2058
Golden State Wealth Management
California
$518K
SCI
2059
Silver Coast Investments
United States
$517K
AWAP
2060
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$517K
VCM
2061
Versant Capital Management
Arizona
$517K
BCG
2062
Breakwater Capital Group
New Jersey
$517K
RCM
2063
Raleigh Capital Management
North Carolina
$517K
IRC
2064
Investors Research Corp
Georgia
$515K
MPM
2065
Meritage Portfolio Management
Kansas
$515K
HWM
2066
Howard Wealth Management
Connecticut
$515K
PCM
2067
Poehling Capital Management
Wisconsin
$514K
BGA
2068
Battery Global Advisors
Massachusetts
$514K
SMC
2069
Smith, Moore & Co
Missouri
$512K
ISWM
2070
Independent Solutions Wealth Management
New York
$512K
TWP
2071
Tyche Wealth Partners
Texas
$512K
TW
2072
Traveka Wealth
California
$512K
IEFM
2073
IQ EQ Fund Management
Ireland
$511K
FLP
2074
Financial Life Planners
Arizona
$510K
BH
2075
Burk Holdings
Oklahoma
$510K