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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
SCA
2201
Sandy Cove Advisors
Massachusetts
$413K
PWMG
2202
Pioneer Wealth Management Group
Texas
$412K
CL
2203
CVFG LLC
Indiana
$411K
BCM
2204
BluePointe Capital Management
California
$411K
MPCA
2205
Madison Park Capital Advisors
Washington
$411K
BFG
2206
Beacon Financial Group
Texas
$410K
RFO
2207
RiverGlades Family Offices
Florida
$409K
FFC
2208
First Financial Corp
Indiana
$408K
ACG
2209
Allen Capital Group
Nebraska
$408K
CRI
2210
Colonial River Investments
Virginia
$408K
OWA
2211
Outlook Wealth Advisors
Texas
$408K
4A
2212
4Wealth Advisors
Illinois
$407K
S
2213
Sunpointe
Missouri
$406K
SIM
2214
SSI Investment Management
California
$406K
AAA
2215
American Alpha Advisors
New York
$406K
FPW
2216
Fairvoy Private Wealth
Alabama
$403K
HA
2217
Harbor Advisors
Florida
$403K
AAP
2218
Aristotle Atlantic Partners
Florida
$403K
KFGK
2219
Keystone Financial Group (Kentucky)
Kentucky
$402K
RIS
2220
Retirement Income Solutions
Michigan
$401K
OWM
2221
Opes Wealth Management
California
$401K
TC
2222
TFR Capital
Texas
$401K
AW
2223
Alteri Wealth
California
$401K
DIM
2224
DC Investments Management
Virginia
$400K
WA
2225
Waddell & Associates
Tennessee
$399K