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Salesforce

2,916 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, 1,467 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
2,916
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
SFPG
2176
Stonebridge Financial Planning Group
Florida
$426K
CH
2177
Canton Hathaway
Rhode Island
$426K
LI
2178
LRI Investments
Florida
$425K
CIAM
2179
Caitong International Asset Management
Hong Kong
$425K
OWMIAS
2180
One Wealth Management Investment & Advisory Services
Florida
$423K
JF
2181
JSF Financial
California
$423K
WAM
2182
Wakefield Asset Management
Colorado
$423K
ACM
2183
Andina Capital Management
Utah
$422K
BBL
2184
Beck Bode LLC
Massachusetts
$421K
RIP
2185
Reliant Investment Partners
North Carolina
$420K
GCS
2186
Gordian Capital (Singapore)
Singapore
$420K
DA
2187
Drake & Associates
Wisconsin
$418K
TCM
2188
Traynor Capital Management
Pennsylvania
$418K
KIG
2189
Kennedy Investment Group
New Jersey
$418K
JC
2190
JB Capital
Connecticut
$417K
STA
2191
Smith Thornton Advisors
Alabama
$417K
TCM
2192
Telos Capital Management
California
$417K
HA
2193
Herold Advisors
New York
$416K
DWA
2194
Dougherty Wealth Advisers
Minnesota
$416K
BFA
2195
Brown Financial Advisors
Ohio
$415K
CCA
2196
Cobblestone Capital Advisors
New York
$414K
KWM
2197
Kingsman Wealth Management
Florida
$414K
CPWM
2198
Cypress Point Wealth Management
Texas
$414K
HFS
2199
Howard Financial Services
Texas
$414K
AC
2200
ASB Consultores
Florida
$413K