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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
FFA
2126
Florida Financial Advisors
Florida
$462K
IA
2127
IFG Advisors
Missouri
$460K
ACM
2128
Arcataur Capital Management
Wisconsin
$460K
TWP
2129
Triad Wealth Partners
Kansas
$460K
EWA
2130
Encompass Wealth Advisors
Oregon
$459K
TA
2131
TrueWealth Advisors
Alabama
$459K
IGGA
2132
Iron Gate Global Advisors
Utah
$459K
SL
2133
Sentinus LLC
Illinois
$457K
BPAMU
2134
BTG Pactual Asset Management US
New York
$457K
JCM
2135
Jacobsen Capital Management
Utah
$456K
HWA
2136
HCR Wealth Advisors
California
$454K
BPFA
2137
Barnes Pettey Financial Advisors
Mississippi
$454K
SFO
2138
Stokes Family Office
Louisiana
$453K
MFA
2139
Morling Financial Advisors
California
$452K
BHPW
2140
Beverly Hills Private Wealth
California
$450K
BRIA
2141
Balanced Rock Investment Advisors
Massachusetts
$449K
SW
2142
SlateStone Wealth
Florida
$448K
SAF
2143
Smith Anglin Financial
Texas
$448K
CCA
2144
Corps Capital Advisors
Texas
$448K
FPCP
2145
Fort Point Capital Partners
California
$446K
WCM
2146
Wedge Capital Management
North Carolina
$446K
VC
2147
Veery Capital
Delaware
$446K
BIA
2148
Bigelow Investment Advisors
Maine
$445K
GFA
2149
Gallagher Fiduciary Advisors
Illinois
$444K
PCH
2150
PGIM Custom Harvest
New Jersey
$443K