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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
BWP
2226
Balboa Wealth Partners
Arizona
$399K
MWA
2227
Muirfield Wealth Advisors
North Carolina
$396K
TWP
2228
Tower Wealth Partners
Pennsylvania
$394K
BCMLT
2229
Beacon Capital Management LLC (Tennessee)
Tennessee
$394K
TF
2230
Trek Financial
Arizona
$393K
MP
2231
Moment Partners
California
$392K
MBTD
2232
Mechanics Bank - Trust Department
California
$392K
AFW
2233
Avantra Family Wealth
Pennsylvania
$392K
MWM
2234
Mindset Wealth Management
Indiana
$391K
LCWP
2235
Legacy Capital Wealth Partners
Arkansas
$391K
FWA
2236
FSM Wealth Advisors
Ohio
$389K
PFG
2237
PAX Financial Group
Texas
$388K
PAG
2238
Paladin Advisory Group
Iowa
$388K
FF
2239
Farrell Financial
New York
$388K
SWA
2240
Strata Wealth Advisors
Texas
$387K
AWM
2241
AllSquare Wealth Management
New York
$386K
MA
2242
MJP Associates
Connecticut
$386K
TC
2243
Truvestments Capital
Florida
$386K
ATC
2244
Adirondack Trust Company
New York
$384K
KWMG
2245
King Wealth Management Group
Florida
$383K
CFG
2246
Copley Financial Group
California
$382K
BOS
2247
Bank of Stockton
California
$382K
IF
2248
Intrua Financial
Texas
$380K
HAM
2249
Hickory Asset Management
Ohio
$378K
FWI
2250
Facet Wealth Inc
Maryland
$377K