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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
BB
2251
Busey Bank
Illinois
$377K
FMWA
2252
Forvis Mazars Wealth Advisors
Missouri
$377K
CFIA
2253
Cantor Fitzgerald Investment Advisors
New York
$376K
MCM
2254
Massar Capital Management
Connecticut
$376K
CWMGO
2255
Capstone Wealth Management Group (Oregon)
Oregon
$375K
FCG
2256
Fielder Capital Group
Tennessee
$374K
TFM
2257
TFC Financial Management
Massachusetts
$373K
BMC
2258
Beaton Management Company
Massachusetts
$372K
JCIA
2259
Jackson Creek Investment Advisors
Colorado
$371K
PIA
2260
Pinion Investment Advisors
Kansas
$370K
LA
2261
Lifeworks Advisors
Michigan
$370K
BFC
2262
Bedel Financial Consulting
Indiana
$370K
TWM
2263
Tradition Wealth Management
Minnesota
$369K
WG
2264
Wealth Group
North Carolina
$369K
PMSA
2265
Patrick M. Sweeney & Associates
Illinois
$368K
RA
2266
Ransom Advisory
Rhode Island
$367K
SCG
2267
Sonata Capital Group
Washington
$367K
GD
2268
Grandfield & Dodd
New York
$367K
TM
2269
TigerOak Management
New Mexico
$366K
GAG
2270
GM Advisory Group
New York
$362K
SSWM
2271
Sheets Smith Wealth Management
North Carolina
$362K
BWM
2272
BlackDiamond Wealth Management
New York
$361K
SA
2273
Sage Advisors
Colorado
$359K
FFA
2274
First Foundation Advisors
California
$358K
SWM
2275
Scissortail Wealth Management
Oklahoma
$357K