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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
SC
2076
SummitTX Capital
Texas
$508K
JWM
2077
Jeppson Wealth Management
California
$507K
CFO
2078
CVA Family Office
Colorado
$506K
BOPW
2079
Brandywine Oak Private Wealth
Pennsylvania
$505K
JWCA
2080
J.W. Coons Advisors
Ohio
$504K
SCM
2081
Stevens Capital Management
Pennsylvania
$500K
FWA
2082
Flagship Wealth Advisors
Massachusetts
$500K
IP
2083
Ignite Planners
California
$498K
SWP
2084
Semus Wealth Partners
Florida
$498K
ACP
2085
Aviance Capital Partners
Florida
$498K
SI
2086
Seeds Investor
New York
$497K
WWP
2087
Waypoint Wealth Partners
California
$495K
RFW
2088
Rainier Family Wealth
Washington
$494K
BCA
2089
Bay Colony Advisors
Massachusetts
$493K
IWM
2090
Iams Wealth Management
Nebraska
$493K
WWA
2091
Wisconsin Wealth Advisors
Wisconsin
$492K
PFA
2092
Pure Financial Advisors
California
$492K
OIS
2093
OneAscent Investment Solutions
Alabama
$492K
EP
2094
EPIQ Partners
Minnesota
$492K
NFA
2095
Northern Financial Advisors
Michigan
$492K
ACA
2096
Aspire Capital Advisors
Washington
$487K
VFG
2097
Victory Financial Group
Texas
$486K
ANBT
2098
American National Bank & Trust
Texas
$486K
AGWCA
2099
Annis Gardner Whiting Capital Advisors
Florida
$485K
FFA
2100
Founders Financial Alliance
North Carolina
$485K