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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
TVAMP
2101
Tennessee Valley Asset Management Partners
Tennessee
$485K
OFG
2102
Oxford Financial Group
Indiana
$484K
AG
2103
AmeriFlex Group
Nevada
$484K
GAA
2104
Guardian Asset Advisors
Pennsylvania
$483K
LRWA
2105
Long Run Wealth Advisors
New York
$482K
AF
2106
Apexium Financial
Texas
$481K
LCM
2107
Landscape Capital Management
New Jersey
$481K
APWM
2108
Argonautica Private Wealth Management
Massachusetts
$481K
RFS
2109
Richardson Financial Services
Massachusetts
$480K
NI
2110
Natural Investments
California
$478K
WPC
2111
Waters Parkerson & Co
Louisiana
$477K
PSP
2112
Pacific Sage Partners
Washington
$476K
DTL
2113
Dynamic Technology Lab
Singapore
$475K
AT
2114
Avalon Trust
New Mexico
$475K
CWA
2115
Clarity Wealth Advisors
California
$472K
RTC
2116
Real Talk Capital
Tennessee
$470K
OL
2117
one8zero8 LLC
North Carolina
$469K
DFG
2118
Delta Financial Group
New Jersey
$468K
AWM
2119
Aries Wealth Management
Maine
$467K
BSHC
2120
Breed's Hill Capital
Massachusetts
$465K
RLH
2121
RD Lewis Holdings
Florida
$465K
BFAG
2122
Blackston Financial Advisory Group
Florida
$465K
ICP
2123
Impact Capital Partners
Colorado
$464K
LWM
2124
LJI Wealth Management
Indiana
$464K
DE
2125
Diversified Enterprises
Delaware
$462K